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Changing an Item's Tax Status Within a Project
Changing an Item's Tax Status Within a Project

How to turn tax on/off within a project for equipment, shipping, and labor.

Christa Moody avatar
Written by Christa Moody
Updated over a week ago

If your project requires different tax settings than those set up in your default tax preferences, you can override those tax preferences by editing tax within each project.

Here are a few places you can edit an item's tax status within a project:

1. Use the Edit Items tool to bulk edit tax status in the Builder:

2. Use the add/edit item modal to edit a single items' tax status:

3. Enterprise users can use the 'Edit Columns' tool (aka the Megabuilder) to bulk-edit the tax status on each labor type individually.

To do this, click 'Edit Columns' and select "Tax For Each Labor Type".

Then click 'Edit Items' and you can bulk-edit the tax for each labor type in your project:

Hope this helps - please reach out to us in support chat if you have any questions!

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