Sales Tax is a regulatory value applied by the state or federal government and is shown as a separate line item to the consumer. The Sales Tax in the OnCall Air Pricing Engine applies to the final cash price after Discounts, Rebates, and Add-ons.

Not all businesses are required or need to show Sales Tax value on the proposal, so for the majority of users that setting will be 0%.

Some proposals might require a specific Sales Tax. In that case, any user can update that value prior to presenting a proposal with the Flexible Sales Tax feature (read more).

Admin users have the ability to set up Sales Tax percentage values that should apply to all proposals by default.

Step 1: Go to Office >> Pricing Engine >> Additional Pricing Settings

Step 2: Set your Sales Tax (%) to whatever it needs to be

Step 3: If you do not need to show the Sales Tax to your consumers, leave it at 0%

Step 4: Click Save.

Example of setting up Sales Tax:

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