Tax Settings | FieldCamp

FieldCamp calculates tax automatically on every estimate and invoice based on the tax rates you configure in Settings. Tax rates also apply when you create documents via the Command Centre. Set up your rates once, and they apply to new documents without manual math.

Setting Up Tax Rates

Step 1 -- Open Tax Settings

Click your username (top-right corner), select Settings, and navigate to the Tax section.

Step 2 -- Create a Tax Rate

Click Add Tax to create a new rate, or select an existing one to edit.

Fill in the following:

Click Add to save.

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How Tax Works on Documents

Per-Item Tax

When creating an estimate or invoice, each line item has a Tax dropdown. Select the appropriate rate and the tax calculates on that item's amount.

Overall Tax

You can also apply a single tax rate to the entire document subtotal instead of per item. This is useful when all items fall under the same tax jurisdiction.

Multiple Tax Rates

If your location requires stacking taxes (e.g., state tax plus local tax), add each rate separately and apply both to the relevant line items. FieldCamp calculates them independently and shows each on the document.

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Tax-Exempt Clients

Some clients are tax-exempt (e.g., government agencies, nonprofits). When creating a document for a tax-exempt client, remove the tax from each line item or set the tax dropdown to None / Exempt.

You can also note the exemption in the client's profile so your team remembers to skip tax on future documents.

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Default Tax

Set a default tax rate by toggling Apply to All Items when creating the rate. New line items on estimates and invoices will automatically use this rate. You can override it on individual items or documents when needed.

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Tax on Estimates vs. Invoices

Tax rates on estimates and invoices are independent. An estimate might quote work at today's rate, but if the tax rate changes before you invoice, you can update the invoice to reflect the new rate.

When you convert an estimate to a job and later create an invoice from the job, the tax rates transfer at each step. Review them before sending the final invoice.

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Best Practices

• Stay current -- Tax rates change. Review your rates in Settings whenever your state or local government updates their schedule.
• Use descriptive names -- "CA State 7.25%" is clearer than "Tax 1" when your team is selecting rates on a document.
• Set effective dates -- When a rate changes, create a new rate with the new effective date rather than editing the old one. This preserves historical accuracy on past documents.
• Train your team -- Make sure everyone knows how to select the right tax rate, especially if you operate in multiple jurisdictions.

Related Articles

• Creating Estimates — add tax to professional quotes
• Creating Invoices — apply tax rates to client invoices
• QuickBooks, Xero, and Wave — sync tax-inclusive invoices to your accounting software
• Settings Overview — all FieldCamp settings explained