---
title: How do I add tax and shipping charges to a purchase order?
description: ProcurementExpress lets you add detailed tax and shipping charges to your purchase orders, either at the line level or as totals for the whole order.
---

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# How do I add tax and shipping charges to a purchase order?

## ProcurementExpress lets you add detailed tax and shipping charges to your purchase orders, either at the line level or as totals for the whole order.

#### **Opening the Tax & Shipping Breakdown**

On your purchase order (new or existing), look for the **Tax & shipping breakdown** button near the line items or totals section. Click it to open the editor.

The button shows a badge with the number of lines that have tax or shipping configured.

 

#### **Adding Tax to Line Items**

1. Click the **Tax & shipping breakdown** button.
2. The **Tax** tab is selected by default.
3. For each line item, you can: 
     1. **Mark as tax exempt** — Toggle the line as exempt (no tax applied)
     2. **Add tax components** — Click "Add tax component" to add one or more taxes. For each component, enter a name (e.g., "State Tax" or "Pennsylvania") and a rate percentage.
     3. **Override the tax amount** — Enter a fixed tax amount instead of calculating from rates

You can add multiple tax components to a single line. For example, a line might have both a 6% state tax and a 2% local tax.

#### **Bulk-apply tax to multiple lines**

1. Select multiple lines using the checkboxes
2. Click the **Bulk-apply tax** button that appears
3. Enter the component name and rate
4. Click **Apply** — this replaces existing tax components on the selected lines

You can click **Copy line 1 tax to all** to apply the first line's tax setup to all other lines.

 

 

#### **Adding Shipping Charges**

1. Click the **Tax & shipping breakdown** button.
2. Click the **Shipping** tab.
3. Choose a shipping model: 
     1. **Per-line entry** — Enter a shipping amount for each individual line item
     2. **Distribute PO total** — Enter a single shipping total for the whole PO, then choose how to allocate it across lines

 

If you choose **Distribute PO total**, select an allocation method:

- **By line value** — Lines with higher values get more of the shipping cost
- **By quantity** — Lines with more units get more of the shipping cost
- **Evenly across lines** — Split equally regardless of value or quantity
- **Manual per line** — Enter amounts for each line yourself
- **Overriding the Total Tax or Shipping Amount**

 

 

If you need to set a specific total tax or shipping amount for the whole purchase order (instead of calculating from line items):

1. On the purchase order totals, click the pencil icon next to the Tax or Shipping amount
2. Enter your override value
3. Save

When a header-level override is active, the per-line breakdown editor is locked. To return to per-line editing, click **Clear header override** in the breakdown modal.

#### **How Totals Are Calculated**

- **Net** = Sum of line item amounts
- **Tax** = Sum of per-line tax (or your override)

 

---

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