Sales tax and markups
Tax rates on items and a hidden markup on lines.
What it is
Set your tax rates once and every document calculates them. Markups let you add your margin on materials without showing it.
1 Sales tax
- Open Settings → Taxes and add the rates you use.
- Click Make default on the one you use most.
- Pick the tax on each item in your item list.
In California, materials are usually taxable and labor usually isn't — check your city's rate on cdtfa.ca.gov.
2 Line item markup
- Open Settings → Line item markup and add a markup (for example Materials 20%).
- On an estimate or invoice line, pick the markup: it's added to that item's rate only.
A markup is never visible to your clients.
Related guides
Build your products & services listSave the work you do most with cost, markup and photos. 3 min Customize your estimates and invoicesPaper size, payment terms, footer, email messages and notifications. 3 min Track expenses and profit in FinancesExpenses, profit and loss, profit by job and sales tax. 4 min
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