How does an estimate calculate sales tax?
When an estimate is printed, it calculates sales tax with the rate from the Client file for each task that is marked as taxable. The task settings come directly from the job ticket. Task settings were copied from the Task Table to the job ticket when the job was added. Task settings can be edited on an individual job ticket, if necessary. Unlike an invoice, an estimate does not copy the sales tax rate to it. If you wish to change the sales tax rate on an estimate, you must edit the Client file, then print the estimate. If you don’t wish this change to be permanent for the client, then edit the Client file back to its original percentages after printing the estimate.
