Tax rates are specific to each office, so this is something that needs to be managed locally.Â
If you go to your My Office(s) tab in Cloud, you can scroll down to the Postal Codes section. Here you will see a list of your owned ZIPs. Click "Manage Tax Rates" and enter in the appropriate rates.Â
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For existing leads and estimates:
If you go to your My Office(s) tab in Cloud, you can scroll down to the Postal Codes section. Here you will see a list of your owned ZIPs. Click "Manage Tax Rates" and enter in the appropriate rates.Â
For existing leads and estimates:
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For any leads/clients you already have in the system, this will be a 2-step process. First, you will need to go to their account and click on the Service Location and double check to see if the taxes filled themselves in. Since they were created when you had 0% in your tax field, you will likely need to update these manually. Then you will need to run new estimates for them.Â
Taxes will not automatically populate in existing estimates.
Taxes will not automatically populate in existing estimates.
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