Adding Tax (Method 1: Budget Level)
Go to the Budget tab
Click the Add button
Select Tax
Enter a label (e.g., "Sales Tax")
Choose Percentage or Dollar amount
Enter the percentage
Click Save
This tax applies to all items marked as taxable (indicated by "T"). The tax total appears in the grand total.
Adding Tax (Method 2: Item Level)
Click the Add button
Select Item Level Markup
Name it (e.g., "Tax")
Do NOT mark it as taxable
Click Save
A new column appears—enter tax amounts for each item individually
Toggle between dollar and percentage as needed
Adding a Deposit
Click the Add button
Select Deposit
Choose label: "Deposit" or "Balance"
Choose Dollar amount or Fixed
Click Save
The deposit appears on the right side of the budget summary.
Deleting Tax
Click the trash icon next to the tax line item to remove it.
Generating Reports with This Information
Go to the Reports tab to generate budgets, proposals, and invoices. Use filters to control which information appears.
Related Features
Add Budget Level Cost and Allowance
Add Item Level Cost to Budget
Generating Quote Invoice Proposal