🧭 Step 1: Open Templates & Units
You can reach the Templates & Units page following either path:
| Path A | Path B |
|---|---|
| Main Menu → Procurement → Procurement Settings → Templates & Units | Main menu → Projects → Project Settings → Procurement → Templates & Units |
Once you're in Templates and Units.
- Click the Tax Rate dropdown.
- Select ➕ New Tax Rate.
🧭 Step 2: Create a New Tax Rate
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Name your new Tax Rate– e.g., Florida State SalesTax.
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Rate – enter as a decimal (7.5 % → 0.075 ).
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Click Save.
🧭 Step 3: Edit an Existing Tax
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Choose a tax in the dropdown.
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Click the ✏️ (Edit) icon.
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Adjust the name or rate → Save.
🧭 Step 4: Add a Second Tax (Optional)
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Need dual taxation?
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Click Add Second Tax, pick another saved rate, and you’re done.
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How These Tax Rates Will Apply to Your Procurement Documents Going Forward?
Going forward the new Procurement documents you create will have these new Tax rates. While you're creating documents as Client Proposals, you'll be able to select which of the previously set-up tax rates apply to your items.
- The Tax rate % and the amount breakdown will be calculated automatically.
Note: Two tax rates were selected for this project, so both will appear in the proposal amount breakdown. However, only the tax rate applied to the item was included in the actual tax calculation.
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