Setting Local Tax Rates

To set or manage Local Tax Rates, you must hold the role of either Company or Location Administrator.

1. Click on your username in the top right and select Account Settings

2. Click on Company/Location Settings

3. Click on Local Tax Rates

4. Click on Add Tax Rate 

5.  You can edit the Existing Rates by clicking on the pencil icon to the left of them or delete them all together using the Trash Can Icon.

Setting Automatic Tax on Estimates

1. From within Account Settings click on Estimate Settings and choose the Settings option

2.  Check the Include Default Tax on all Estimates and choose whether you are Taxing Material and Labor Items or just Material Items