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Add current tax rate to an estimate

Add sales tax to your current estimate in National Estimator Cloud.

Written by Bilandra Chase

Use the Current Tax Rates tool to add tax to the estimate you have open.

Open the tax rates box

Click the Tax Rates icon on the toolbar.

Or click Main Menu > Edit Menu, then click Tax Rates.

Add tax

  1. In the Enter Tax Rates box, type the tax rate for each cost category. Press Tab (not Enter) after each one.

  2. For more information, click the icon with an i in a shaded circle.

  3. Click Save.

How tax is calculated

  • Tax on material, labor, equipment and Total Only figures is based on costs before overhead, contingency and profit.

  • Tax on the contract price is based on the estimate total, including markup.

  • To charge overhead and profit on tax, leave the tax rates at zero. Instead, use percent adjustments to raise your cost columns by the tax rate.

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