My Roof CRM

Taxes: required and optional rates

Add tax rates, mark up to two as required so they apply to every new quote, and see how tax-exempt items and optional taxes behave in the quote editor.

Intermediate 5 minOwner / manager, Office & admin staff· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideScriptChecklist

Taxes live in Settings → Tax Settings. Each has a name and a percentage rate. Required taxes (up to two) are added to every new quote automatically; the rest can be added per quote under "Applied taxes". Items marked tax exempt in the product list are excluded from the taxable subtotal.

By the end you can

  • Add a tax
  • Decide which taxes are required
  • Predict how a quote applies them

Screens used

Step by step

  1. Open Tax Settings/settings?activeTab=tax-settings

    Go to Settings → Tax Settings.

    You should see: A list of taxes and "Add New Tax".

  2. Add a tax/settings?activeTab=tax-settings

    Click "Add New Tax". Enter "Tax Name *" (e.g. State sales tax), "Tax Rate (%) *" (e.g. 6.25) and tick "Required Tax" if every quote must include it. Save.

    You should see: The tax appears in the list with its rate and Required flag. At most two can be required.

  3. See it in a quote/edit/report/[reportId]

    Open a new proposal's Quote Details and look at "Applied taxes".

    You should see: Required taxes are listed and flagged "Required"; optional ones can be added from the list.

Tips

  • Existing quotes are not changed when you add a required tax; it applies to quotes created afterwards.

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