Appliance.io Updates & Improvements
August 11th, 2026
Allow Tax Override on Line Items
Dealers can now manually control the taxable status of individual line items directly from Quotes and Orders.
A new Allow tax override on line items setting is available under Sales Tax Settings. When enabled, users can mark eligible standard catalog items as taxable or non-taxable, giving dealers more flexibility to handle tax requirements that may vary by product or customer situation.
What’s New
New account setting: Administrators can enable Allow tax override on line items under Sales Tax Settings.
Standard items: Once enabled, standard catalog items can be manually marked as taxable or non-taxable from the Quote or Order.
Custom items: Custom line items continue to support taxability selection as before.
Tax-exempt customers: Tax override is automatically disabled when the customer is marked as tax exempt.
Built-in appliances: The default taxability follows the existing Built-in Appliance Tax setting and can be overridden when applicable.
Related charges: Protection plans and fulfillment charges continue to follow the taxable status of their associated product based on the existing tax rules.
Important to Know
The feature is disabled by default. Administrators must enable it before standard line items can use tax override.
When disabled, the existing tax behavior remains unchanged.
Existing Quotes keep their previously saved taxability values if the account setting is later changed.
Tax override controls are hidden for existing line items after a Quote is converted to an Order or once an item has been paid. Newly added Order line items can still use the override when applicable.
This feature provides manual taxability control; it does not automatically determine state, county, or local tax requirements.