DripJobs Help Center

How To Set Different Tax Rates By State In Proposal Templates?

In this artcile you will lear how to set different tax rates per state In proposal Templates.

Written by Paula Contreras

Updated this week

1. Click on 'Proposals' and Then 'Templates'

Click on 'Proposals' and Then 'Templates'

2. Create a New Proposal Template and Name it After the State

Create a 'New Proposal' Template and Name it After the State

3. Open the Template, Scroll Down and Click on 'Settings'

Open the Template, Scroll Down and Click on 'Settings'

4. Click on 'Edit' on the Tax Rate Option

Click on 'Edit' on the Tax Rate Option

5. Type the Tax Percentage of the State and Click on 'Save'

Type the Tax Percentage of the State and Click on 'Save'

6. Taxes Will be Applied to Line Items Once You Add Them

Make sure to set the Template Active

Taxes Were Applied to Line Items

7. This is How it Looks When Creating a 'New Proposal' Click on 'Proposal Template' Dropdown

This is How it Looks When Creating a 'New Proposal' Click on 'Proposal Template' Drop Down

8. This is How it Looks a Proposal for AZ

This is How it Looks the 'AZ' Template

9. Here is the Arizona Tax Rate on Settings

-With the Arizona Tax Rate on Settings

You can create as many templates you need with different tax rates to be applied to your proposals based on the state to present the estimate

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.