Summary
Search and add the tax rates for the areas you service. If you are tax exempt for the services you provide, you do not have to create a tax rate.
Key Points
Search for tax rate by zip code
Give the tax rate a name
Make this the default tax rate for all new customers, if you want
Add zip codes that have the same tax rate
Search and copy the zip code tax rate
If the service you provide is taxable, select Service Taxable.
Go to Settings/Tax Rates and click the New Tax Rate button in the upper-right corner.
Search for tax rate by zip code
Enter a zip code for a service area.
Tax rate name
Enter a tax name, for example the city or region. If you don’t enter a name, one will be entered for you when you click the Discover button.
[ ] Make this the default tax rate for all new customers?
Select this option if you want to use this tax rate as the default for all new customer accounts. You can change this in the customer’s Location page at any time.
Zip code list
Add zip codes that should auto-select this tax rate when creating new customers. To simplify your tax reports, you can group together zip codes that have the same tax rate into one tax rate name.
Search
Click the Search button and the tax rates for the zip code appear on the right side of the screen and it shows the properties for the zip code entered.
Copy
Click the Copy button to transfer the discovered tax rate information into the new tax rate for Fieldwork.
Note Some areas have two tax rates for the same zip code. In these instances:
Create a New Tax Rate
Change the name of the Tax name to reflect the area this tax rate applies to
Edit the tax rate for this area
Click the green Create Tax Rate button
Create another New Tax Rate
Follow steps 2 through 4 above
[ ] Service Taxable
By default, materials are taxed. If the service you provide is taxable, select Service Taxable.