Set Estimate Tax Settings

OBJECTIVE

To set your Estimate Tax Settings in ConstructionOnline

BACKGROUND

ConstructionOnline provides the most powerful cloud-based estimating in the industry, giving users the ability to manage their project financials from proposal generation through final invoicing.

STEPS TO SET ESTIMATE TAX SETTINGS

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab

    1. This will automatically open to the Estimating category
  3. Click the gray 3-Dot Action Menu at the top right of the Estimate
  4. Hover over Estimate Options
  5. Select Estimate Options
    1. This will open the Estimate Options window
  6. Choose the Taxes tab
  7. Select the Calculation Method, Tax Settings, then enter Taxes
  8. Click Save

    HAVE MORE QUESTIONS?

    We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.