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Selecting your Default Taxes

Every estimate can have its own specific tax settings, especially useful for states where taxes are unique to each city or county.

But you can also save time and mistakes by setting up default taxes.  Default tax settings should be your most common tax settings.  You will be able to override these settings on any estimate.

To setup your default tax settings:

        1. Click the Item Catalog | Taxes menu on the left.

        2. Click the Setup Defaults button.

Follow the steps below to setup your defaults:

Step 1. Setup your default purchasing taxes

Default purchasing taxes are the default taxes you pay your vendors when buying materials, paying subcontractors, and renting equipment.

If you pay tax when buying hardscapes... set the Default Purchasing Tax to the sales tax that you most often pay on hardscape purchases 

If you pay tax when buying softscapes... set the Default Purchasing Tax to the sales tax that you most often pay on softscape purchases

If you pay tax on subcontractor invoices... set the Default Purchasing Tax to the sales tax that you most often pay on subcontractor invoices

If you pay tax on other items (equipment rentals)... set the Default Purchasing Tax to the sales tax that you most often pay when renting equipment

Step 2. Setup your default sales taxes

Default sales taxes are the default taxes you charge your customers when buying materials, subcontractors, and renting equipment

If you charge tax on labor rates... set the Default Sales Tax to the sales tax that you most often charge for labor

If you charge tax on equipment rates... set the Default Sales Tax to the sales tax that you most often charge for equipment

If you charge tax on hardscape materials... set the Default Sales Tax to the sales tax that you most often charge for hardscape materials

If you charge tax on softscape materials... set the Default Sales Tax to the sales tax that you most often charge for softscape materials

If you charge tax on subcontracted work... set the Default Sales Tax to the sales tax that you most often charge for subcontracted services

If you charge tax on equipment rental rates... set the Default Sales Tax to the sales tax that you most often charge for equipment rental charges passed on to customers

Step 3. Save Your Settings, Update Your Catalog

Before saving your tax settings, you can update your estimating catalog.  This is a fast way of re-setting/updating your tax settings for all the items in your estimating catalog at once.  

To update your estimating catalog, make sure you select the option to Update my catalog items to use these defaults.

Click Finish to apply your default tax settings.

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