How to apply a Single Tax/Overall Tax on all items?

Introduction

The 'Overall Tax' in x.doc is a tax setting that applies to all the items in your Bill of Materials (BOM). It offers a convenient way to uniformly apply tax across all components of a project, ensuring accurate cost calculations. This guide will take you through a step-by-step process to apply the 'Overall Tax' to your items using the 'Pricing Breakdown Settings.'

Navigating to Pricing Breakdown Settings

Start by going to the 'Pricing Breakdown' page.
Click on the 'Pricing Breakdown Settings.'



Setting Overall Tax

Under the 'Pricing Breakdown Settings' option, tick the 'Tax Preferences' box for 'Overall Tax.'
Additionally, You can modify the Labor header's name by simply clicking on it.
After making your selection, click on the 'Save & Close' button to save your settings.



Viewing the Applied Tax

Once you've saved your settings, you will see that the 'Overall Tax' has been applied to all items.
To view this, look at the 'Pricing Breakdown' table. The tax applied should now be visible.



By following these steps, you can ensure that the correct tax is applied to all items in your pricing breakdown, providing a more accurate cost estimation for your proposals.

Updated on: 11/13/2024