Default Tax Preferences

How to set up default tax on equipment, shipping, and labor rates.

Clayton avatar
Written by Clayton
Updated over a week ago

You have several options when setting up your default tax preferences.

To set up default Equipment and Shipping tax:

1. Go to Settings > Company > Currency/Tax.
2. Under "Tax Preferences", select the corresponding checkboxes.

In this area you can also set default tax rates for projects, and choose to have labor and sales tax rates be independent of each other. You can also set what you'd like to call tax on your reports.

To set up default Labor Tax:

  1. Go to Settings > Company > Labor Rates

  2. Select the checkbox next to each labor rate that you would like to tax by default:

A few things to note:

  • Any changes made in company settings will not affect existing projects. These changes will only be applied to projects created after the changes were made.

  • Every line item in your database has its own tax status saved, based on whether you taxed that item the first time you used it. The tax status of an item in your database will override this default tax setting. If you have chosen to tax all equipment by default, but some items are coming in without tax, this is why. Here's a quick article that explains how to change an item's tax status in your database.

If you have any questions please reach out to the Support Team!

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