Entering and Applying Tax Rates

The Taxes feature allows you to enter and apply taxes in a rate table.

To enter and apply tax rates

1. Select Configure > Profiles from the menu bar.
2. Select the profile, and then select Edit from the mini-toolbar.
3. Click on the Taxes link under Estimating > Rates.
4. Select the Use these tax rates for all claim office rate tables option if applicable.
5. Select the Use Tiered Tax option if applicable.
6. From the Taxes pane, select the Apply Tax checkbox for each Tax Type to enable it.
7. Enter the tax rate percentage in the Rate % field.
8. Select Save or Save and Close.