Allow Modify Taxes
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
- Navigate to Claim Info > Parameters.
- Select Sales tax in the Add ons card. The Estimate sales tax window appears.
- Select Add to add a new tax.
- Enter the new tax name in the Type field.
- Enter the tax rate in the Rate field.
Set the base or category to be taxed
- In the open Estimate sales tax window, select the calculator to the right of the Base field.
- Select the Functions drop-down menu.
- Select the category.