Including sales tax in invoices

Quantify includes the option to add sales tax to your invoices.

To include sales tax, go to Global Options under the Tools menu and click on the Accounting tab.

Under Tax options, select “Use tax rate on job” and click OK.  (If you have more than one tax, such as State and County, select both rates and enter the appropriate name for each.)

 
Next, go to the job site’s billing tab and select "Charge tax on rent". Create a new sales tax rate by clicking on the green plus sign or use the drop-down list to select an existing tax rate.

Taxes are automatically calculated on each invoice run, depending upon the settings at each job site as well as whether each unit price or rental item is selected to be taxable.

If you’ve generated invoices but have not set up taxes, you can edit invoices to include them. Select the invoice in the list & click on the edit button (double-click will display the invoice print preview). Select “charge tax on rent” and/or set the unit price checkbox to taxable, then select the appropriate tax rate.