Welcome to FieldCamp’s Tax Management-a feature built to make tax handling effortless for your field service business. Whether you operate in a single city or across multiple regions, FieldCamp ensures your tax rates are accurate, up-to-date, and automatically applied to every job and invoice.

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What Is Tax Management in FieldCamp?

Tax Management in FieldCamp allows you to define, apply, and automate tax rates for your services and products. With customizable tax settings, you can ensure that every job, invoice, and client interaction reflects the correct tax amount-no manual calculations needed.

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Setting Up Tax in FieldCamp

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1. Access Tax Settings

  • Click your username at the top-right corner of the dashboard.
  • Select Settings from the dropdown menu.

Navigate to the Tax section.

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2. Add or Edit Tax Rates

  • In the Tax section, click Add Tax to create a new tax rate, or select an existing tax to edit.

  • Enter the following details:
    • Tax Name: (e.g., State Sales Tax, GST)
    • Tax Rate: (e.g., 7.5%)
    • Type: Choose Inclusive (tax included in price) or Exclusive (tax added on top).
    • Description (Optional): Add a note or description to clarify the purpose or region for this tax rate.
    • Apply this tax to all items: Toggle this option ON if you want this tax to be automatically applied to all items by default, or leave it OFF to apply manually.
  • Once all details are filled, click Add to save your new tax rate.

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3. Assign Taxes to Jobs, Products, or Clients

  • When creating or editing a job, product, or client profile, select the appropriate tax rate from the tax dropdown.
  • You can set a default tax for all jobs, or customize it for specific services or clients as needed.

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4. Automatic Tax Calculation on Invoices

  • When you generate an invoice or quote, FieldCamp automatically calculates and displays the correct tax based on your settings.

Taxes are itemized, ensuring clarity for both your team and your clients.

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Best Practices

  • Standardize Tax Rates: Set up default taxes for your most common services to save time and reduce errors.
  • Stay Compliant: Regularly review and update your tax rates in FieldCamp to match current regulations.
  • Train Your Team: Make sure all staff understand how to apply and adjust tax rates within FieldCamp.
  • Review Invoices: Periodically check invoices for accuracy, especially after updating tax rates.


With FieldCamp, you can handle taxes with confidence and accuracy-giving you more time to focus on what you do best: delivering exceptional service to your clients.