Add sales tax lookup note to service request

Your service requests lack confirmed sales-tax locations, causing stalled quotes and delayed invoices. Attach validated tax codes to the request so billing staff can finalize invoicing same day.

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Overview

Stop last-minute tax lookups that delay quotes and block invoices. This workflow attaches validated tax location and code to each new request so billing staff can finalize quotes and invoice correctly, often same day. It reduces manual research and protects revenue capture before the next invoice run.