How to Set the Default Configuration for Tax in the Estimate Screen

Within 'System Configuration,' you can control what the configuration is defaulted to within the 'Tax' tab of the Estimate screen:

Please follow the steps below to set the default for the configuration:


1) Go to 'System Configuration'

2) Click on 'Regions & Offices'

3) Highlight the respective Office you want to set the default for

4) Select an option from the dropdown menus for 'Default Material Tax,' 'Default Labor Tax,' 'Default Other Tax,' and 'Default Tax Type'


After each are selected, all new jobs created going forward will have this configuration defaulted within the 'Tax' tab and will not require manual intervention.

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