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Advice and answers from the System Integrator Team

Search results for:tax settings
Tax Settings
How to add and manage Taxes on Products and Labor… The Tax Settings form allows you to apply tax rates or tax groups you have created… Report Settings for Tax
Avalara Tax
Settings Tax Codes… From within a project, click the Settings tab > Taxes > Calculate Tax Using Avalara… Consider changing your Avalara Tax Integration settings to automatically calculate but prompt you if
Price Settings
How to configure the Price Settings for Products… If you have chosen to Include Use Tax in margin/markup calculations under Tax Settings and apply use… To access the Price Settings, click the following icon
Calculated Pricing for Labor Items
How to set Calculated Pricing for a Labor Item… Your tax fields will vary depending on your Tax settings… Tax
Calculated Pricing for Products
How to set Calculated Pricing for a Product… The tax fields will vary depending on the Tax Settings in the Control Panel… Tax
Line Item Detail With Margin
There is a Tax Setting if you want to include Use tax with your cost… Separate Taxes… You can change the wording of this field via Report Settings
Report Settings
How to configure the settings to use SI Reports… If you want to display product tax and labor tax as separate line items, or each tax item in a tax group… Setting Description Summarize tax This will print one line for tax in the Project Summary
Project Types
Tax Here, you can set a default tax rate… Labor Tax Here, you can set the default labor tax rate… The following are the general settings
Project Summary
There is a Tax Setting if you want to include Use tax with your cost… Use tax is not included in the cost fields on this report by default
Product Fields in SI Catalog
Unit Cost (With Tax) This displays the unit cost with tax if a Use tax is set for the product… This field only displays if you have enabled Use tax in your Tax Settings… This section of the Price tab will vary based on your Tax Settings