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! This function will save you time and help reduce errors when crafting your estimates and invoices.
Enable Automatic Tax Rate
To enable, go to Company Settings, Features & Plugins, then Enable Automatic Tax Rates.
What It Does
When enabled, FieldPulse automatically applies the tax rate based on the location of the job or customer. (Note: If the service and billing addresses differ, the automatic tax rate will be based on the service address zip code.)
How It Works with QuickBooks Online
To learn how to set up your individualized tax rate settings on our platform for QuickBooks Online, click here.
Best Practices
✅ Set up your Custom Tax Rates in QBO before using them in FieldPulse.
✅ Use Automatic Tax for the simplest and most accurate setup.
✅ Regularly review your tax settings in QuickBooks Online.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.