How do I create a Tax Rate?

Tax rates are added to Estimates, Work Orders and Invoices to reflect tax collection for various government municipalities. To set tax rates:

  1. ​​Click Company > Company Settings > Tax Rates.
  2. ​Click New Tax Rate.
  3. Add Tax Name [typically describes the location]
  4. Add Tax Rate.
  5. Click Save.

Tip: Always make new sales tax items when your sales tax rate changes. Just changing the old rate can cause problems going forward and possibly affect past tax related orders or reports.

Tags:

Leave a Reply

ServiceMonster is a software platform designed to help cleaning businesses grow. Our support staff will happily help you with whatever issue you are experiencing: don't hesitate to call us at 888.901.3300 or email us at support (at) principalfocus (dot) com for assistance!

Main Website Links:
CRM Features | Marketing Features | Carpet Cleaning Software | Pressure Washing Software | Window Cleaning Software | Maid Service Software | Pricing | Free Demo