Step 1: Set Up Your Entity
Select or create an entity without integration (Xero/QuickBooks).
Go to Settings → Accounting → Tax Rates and add your preferred tax rates.
Upload and extract a document, then open it in Invoice Review.
Step 2: Apply and Validate Tax Overrides
Under the Tax Amount, use the pencil icon to enable or disable manual overrides after selecting a tax rate.
Click Save Draft and confirm the tax and totals update correctly.
Note: This functionality works regardless of whether the tax rate was added manually in the system or not.