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.
Click the hamburger menu (three lines) at the top right → Click the TAXES link
- You'll be taken to the list view of Taxes, where you can Add New or Select/Edit tax rates:
Tax rates include:
- Name - i.e., "Tax exempt," "(US State name) default," etc.
- Percentage rate