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Assign Different Tax Rates for Different Properties

How to set different tax rates for different properties

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Written by Support
Updated over a month ago

Some companies need to setup and assign different tax rates for different properties in different areas. Here's how to do it:

STEP 1 - Create the Tax Rates you need in Settings

Go to Settings ---> Billing Defaults section ---> Click "Add +" next to Tax Rates
โ€‹Full instructions here

STEP 2 - Assign the appropriate Tax Rate to any Property

Go to the Customer page ---> Click Locations tab ---> Hover over address and click Edit pencil icon ---> Assign Tax Rate and click Save

Any Quote, Job or Invoice created for that property will now have the new Tax Rate assigned by default.

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