Configure Tax Rates

How to set up tax rates for your invoices and quotes, including multiple rates for different service types or locations.

Written by Sofia PatelUpdated over a month ago3 min readBeginner

What this guide covers

This guide explains how to configure tax rates in JobsiteOn. You will learn how to create tax rates, assign them as defaults, and apply different rates to specific service types or locations.

Before you begin

You need Owner or Admin permissions.
Consult your accountant or tax advisor for the correct rates to apply in your jurisdiction.
Tax rates apply to new invoices and quotes. Existing documents are not retroactively updated.

Step 1: Open tax settings

Go to /settings.
Under the Company group, click Invoice Defaults.
Scroll to the Tax Rates section.

Screenshot: The tax rates section showing a list of configured rates with columns for name, percentage, and default status.

Step 2: Create a tax rate

Click Add Tax Rate.
Enter a Name (e.g., "State Sales Tax" or "GST").
Enter the Rate as a percentage (e.g., 8.25).
Toggle Default if this rate should auto-apply to all new documents.
Click Save.

Step 3: Create multiple rates

If you operate in multiple jurisdictions or have different rates for different service types, create a rate for each. For example:

"State Tax" at 6%.
"County Tax" at 1.5%.
"Materials Tax" at 8%.

Animation: Adding a second tax rate called "County Tax" at 1.5% and seeing it appear in the list below the existing state tax rate.

Step 4: Set default rates

Toggle the Default switch next to the rates that should auto-apply when creating new invoices and quotes. You can have multiple defaults -- they stack (e.g., 6% state + 1.5% county = 7.5% total).

Step 5: Apply rates on documents

When creating or editing an invoice or quote, the default tax rates pre-populate. You can:

Remove a rate for that specific document.
Add a non-default rate.
Override the percentage for a one-time adjustment.

Tip: If most of your work is in one jurisdiction, set that rate as the default. For occasional out-of-area work, manually adjust the rate on the individual document.

Deleting a tax rate

Click the overflow menu (...) next to a rate and select Delete. Deleting a rate does not affect existing documents that used it.

Note: JobsiteOn calculates tax on the line item subtotal. If you need tax-inclusive pricing, adjust your line item prices accordingly.

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