Allow Modify Taxes

Updated by Jill Bowers

The Allow Modify Taxes profile feature gives users permission to modify tax rules that are associated with Xactware price lists. 

Create custom tax rules in your estimate  

  1. Navigate to Claim Info > Parameters.  
  2. Select Sales tax in the Add ons card. The Estimate sales tax window appears. 


  1. Select Add to add a new tax.  
  2. Enter the new tax name in the Type field. 
  3. Enter the tax rate in the Rate field. 

Set the base or category to be taxed 

  1. In the open Estimate sales tax window, select the calculator to the right of the Base field. 
  2. Select the Functions drop-down menu. 
  3. Select the category.