Tax Rates

Add any custom tax rate to your taxes list, and you'll be able to select it for Jobs and Invoices.

By default, the app is configured with only 1 tax rate: Non-taxable 0%.

If you do not see any other tax rate options, contact your Admin to set them up.

 

Navigation:

  • Click the hamburger menu (three lines) at the top right → Click the TAXES link

taxes-in-menu-drawer      

  • You'll be taken to the list view of Taxes, where you can Add New or Select/Edit tax rates:

taxes-list-view


new-tax-formTax rates include:

  • Name - i.e., "Tax exempt," "(US State name) default," etc.
  • Percentage rate