Create and Use a Tax/Surcharge Project Administration>Projects

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Overview  

How to Add a Tax / Surcharge to a Project.


Step 1 - Taxes are created in Global Settings under the Taxes/Surcharges tab. Once created, pull up the project for which the Tax/Surcharge will be added. Click on the Taxes and Surcharges tab.

Adding a Tax to a Project 1

 

 

Step 2 - Click the Use checkbox next to the selected Tax/Surcharge (see above). Click Save.

Adding a Tax to a Project 2

 

Step 3 - You must have a Taxes section in Invoice Design to pick up the Tax/Surcharge.