Automatic Tax Rates

Automatically have your customers tax rate applied to estimates or invoices

Lauren Martin avatar
Written by Lauren Martin
Updated over a week ago

We are constantly looking for ways we can make your life easier. Do you service areas that have different tax codes? Are you tired of having to manually look up their tax rate and apply that to each individual estimate and invoice? If so, you are in luck with FieldPulse's Automatic Tax Rate function.

To enable go to Company Settings> Features and Plugins> Enable Automatic Tax Rates.

Please see the video below to see a few examples of how this could be applicable to your business.

For the examples displayed in the video, you can see the different zip codes reflecting the proper tax rates in the estimate.

Pretty cool, huh? If you have questions or would like someone from our Customer Success team to walk you through the set up and functionality, give us a shout at or chat with us using the blue icon in the bottom right hand corner of your screen.

How can we reach you?

We’re available Monday-Friday 8:00am -6:00pm CST

US Customer Success Team Phone: 469-382-5668

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