In this article, you will find out how to set and manage your taxes.

How Can You Add New Tax Rates?

1. Go to 'Settings'.

2. Under 'Job Settings', click on 'Taxes'.
Here you can see a list of your tax rates and add new ones.

3. Click 'Add New' to add a tax.
In the pop-up enter the tax name, rate, and collecting tax agency details if needed.

4. Click Save. The default option will automatically apply this rate to any new job/invoice/estimate. If you have multiple rates you might want to select the relevant tax for each one.

In the job's 'finance' tab or 'invoice' page, under your line items, you can see that your tax rate has been applied. You can select a different rate or even add a new one should you choose to.

Need more help? See related articles below:


Customizing Your Invoice and Estimates

Sending an Invoice and Requesting a Payment

Creating an Invoice



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