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How can I update the tax rate for an existing area on my account?
How can I update the tax rate for an existing area on my account?

Here's how you can quickly update the tax rate for an existing city, county, or state on your account.

Colin Connor avatar
Written by Colin Connor
Updated over a week ago

Has the tax rate in your county recently changed from 0.25% to 0.30% (for example)?

Note: the steps below to add in the new tax rate will need to be performed by an Account Owner/Admin.

First, head to your Policies and Taxes and scroll to the bottom of your screen.

Next, click to view your desired Tax Type.

Then, click to Edit this Tax Type.

After, add in your desired rate and click the green 'Check Mark' on the right.

This will update the tax on projects created moving forward, it will not update any existing projects on your account.

If you need to apply this new rate to an existing project, you can recalculate the tax on the project (Article).

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