I created a new Tax Group for HST. I made this Tax Group our Default tax group and verified that all customers had a blank tax group to ensure the default was the active Tax Code. I also created separate Invoice specs for the HST Invoice. I have had two Invoices for two separate customers come up with a different tax group (we have more than one). I am not sure why this would happen. As both customers have had Invoices before and after this new Tax Group and all was well. Not sure Why the tax group change in between Invoices?
Thanks, Jackie

Hi Jackie,

Did these invoices use a Ship-to Address code? These have tax groups assigned as well. If you use Ship-to Address codes, ensure that these also have the desired value.

You may find that a blank value cannot be saved on ship-to address codes, so just pick the HST tax group here.

Did you copy old invoices to create a new invoice? If so this would not update the tax group.

No, we do not use Ship-to address. I did scroll thru all customer accounts and found about half a dozen accounts had a tax group assigned within the Invoicing tab. I have removed the tax group and hope that solves this issue.

OK. The Invoicing tab is the master location for assigning a tax group to a customer. Indeed anything set here would be used for new customer invoices.

What you did should solve the problem. If you needed to check if there were any more, you could search customers using the SmartFinder, add the Tax Group field to the grid, and search for all customers that have a tax group not equal to blank. Just so you let the program do all the grunt work for searching.