1. Navigate to your Person icon and select Account Settings > Estimates > Settings.
2. Scroll to the tax rates section and add in your tax rates. If you've enabled the Include on New Estimates button, this rate will be automatically applied when you create a new estimate. Tax rates without this option enabled will still be accessible in the menu sidebar for you to choose from.
If you do not apply tax, simply leave these fields blank and unchecked.
How to Add More Tax Rates
1. Click the Add Tax Rate button and fill in the fields.
2. If you frequently utilize a variety of tax rates in your estimates, we recommend creating a template. This way, you can ensure that all the necessary tax rates are readily available to streamline your workflow.