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Update Your Tax Rate

Configure tax rates in estimate settings with options to automatically include rates on new estimates or add multiple tax rates.

Tax rates in PaintScout control the sales tax applied to your estimates. You can set default rates that auto-apply to new estimates or add multiple rates for different jurisdictions.

How to Update Your Tax Rate

1. Navigate to the person icon and select Account Settings > Estimates > Settings.

Screenshot showing the Account Settings navigation to Estimates and Settings for tax rate configuration

2. Scroll to the tax rates section and enter your tax rates. Enable the Include on New Estimates toggle to auto-apply this rate to every new estimate. Rates without this toggle enabled remain available in the sidebar menu for manual selection.

If you do not apply tax, simply leave these fields blank and unchecked.

Screenshot showing the tax rates section with rate fields and the Include on New Estimates toggle

How to Add More Tax Rates

1. Click the Add Tax Rate button and fill in the fields.

Screenshot showing the Add Tax Rate button and fields for adding additional tax rates

2. If you use multiple tax rates frequently, create an estimate template with all your needed rates pre-configured.

Learn more about templates!

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Common questions about rates, pricing display, discounts, taxes, and estimate calculations in PaintScout.

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