Field Promax

Tax Settings

Create and manage tax rates that apply to work order line items and invoices. Set a default tax rate and add multiple tax options for different jurisdictions or service types.

Before you start:

  • You must be logged in as an administrator.
  • Know the tax rates applicable to your business (state, county, city, etc.).

How to Access

Navigate to Settings → Company → Tax Config.

Viewing Your Tax Rates

The Tax Settings page displays a grid listing all tax rates you have created. Each row shows the tax Name, Rate (%), and whether it is the Default tax.

Adding a New Tax Rate

  1. Click New Tax in the toolbar.
  2. Enter a Name for the tax (for example, "State Sales Tax" or "County Tax").
  3. Enter the Rate as a percentage (for example, 7.5).
  4. Click Save.

Result: The new tax rate appears in the grid and is available when creating work orders and estimates.

Editing a Tax Rate

  1. Click the Edit button (pencil icon) on the row you want to modify.
  2. Update the Name or Rate as needed.
  3. Click Save.

Setting a Default Tax Rate

  1. In the Default column, toggle the switch for the tax rate you want to use as the default.

Result: The selected tax rate is automatically applied to new work order line items. You can always override the tax on individual line items.

Tip: If you operate in multiple tax jurisdictions, create a tax rate for each one. When creating a work order, you can select the appropriate tax rate for the customer's location.

Deleting a Tax Rate

  1. Click the Delete button (trash icon) on the row you want to remove.
  2. Confirm the deletion in the dialog that appears.

You cannot delete a tax rate that is currently set as the default. To delete it, first set a different tax rate as the default.

Next Steps