Once both your accounting software and Kickserv are set-up correctly you will want to add your charges to your opportunities and jobs. As you add line charges Kickserv will automatically calculate the tax based on the rate installed on your customer record.
Pro Tip: Each time you edit the line charge or add a new line charge the entire tax amount is forced to recalculate.
If a customer's tax rate is changed (such as making a customer tax-exempt) the calculated tax won't automatically update on a job/opp. Once the tax rate is changed just edit any charge and save it and it'll trigger the recalculation, as the post's Protip suggests.
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