How do I set tax rates and discounts?

First, go to the Settings page by clicking the “Settings” tab in the sidebar.

Then, click Estimates under the “Company Settings” header to go to estimate settings. Under “Tax Rates” you can customize the default tax rates applied to your estimates to be in accordance with the law in the locations your business serves.

If there is more than one tax in your area, you can click the “+ Add Another Tax Rate” button to add additional taxes.

If you have a standard discount you offer you can add it under the Discounts heading to apply it to all new estimates automatically.