Add/Change Tax Class


How do I add or modify tax classes?


  • Go to Estimating Database breadcrumb.
  • Go to Subdivision database.
  • Click on edit icon on the Subdivision to change. An Edit Subdivision box will appear.
  • Click on Tax Class Markups tab.
  • Tax class will have a drop down arrow which will open up .
  • Find the Tax Class you would like to add or edit such as Material.
  • Hit the add button then enter your description like Sale Tax .
  • Add percentage and choose cumulative if applicable.
  • Hit Save and Save again.
  • Move to Subdivision Markups tab for Overhead, and the Profit tab to change that. Profit will also let you change the Display method (percent, profit-to-sell. etc.)