Can I change the applied tax code in the field?

  • Click on the Invoice option from your Dashboard
  • Click the blue down arrow in the upper right-hand corner


  • Select Edit Tax Info
  • The tax code that this property was assigned to when the job was created will appear in the dropdown menu.  You can select a different tax code from the dropdown, or you can set an override rate by clicking the Override Tax Rate box and entering in a percentage.  This only applies to this proposal/invoice, it will NOT change the property tax set in the office.
  • If the tax code assigned to the property was changed since the job was created, you can click the Apply Property Tax button and it will auto-populate with the current tax rate.



If you require further assistance, please reach out to the Support Team using any of our channels - 

Phone: 800-566-6940

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