Automatic Tax Rates
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.

Click on Enable

For the examples displayed in the video below, you can see the different zip codes reflecting the proper tax rates in the estimate. (Note: If the service and billing addresses differ, the automatic tax rate will be based on the service address.)

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