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

Rough runtime

2:50

Scenes

5

Lesson

9.2 · Settings & integrations

File name

09-02 taxes.mp4

Before you record

  • No taxes configured yet.
  • Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.

Shot list

#TimeSceneScreenOn screenNarration
00:0020sIntro: Taxes: required and optional rates/settings?activeTab=tax-settingsTitle card, then the first screen of the lesson.Taxes in three steps.
10:2045sOpen Tax Settings/settings?activeTab=tax-settingsGo to Settings → Tax Settings.Tax Settings: your rates in one place.
21:0545sAdd a tax/settings?activeTab=tax-settingsClick "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.Name, rate, and required if it applies to every job. Two required taxes maximum, typically state and county.
31:5045sSee it in a quote/edit/report/[reportId]Open a new proposal's Quote Details and look at "Applied taxes".New quotes carry the required taxes automatically. Optional ones are a click away.
42:3515sRecap & next lesson/edit/report/[reportId]Hold on the finished result, then the end card.Next: page defaults for title pages.

Narration, in order

  1. 0. Intro: Taxes: required and optional rates

    0:00 · 20s

    Title card, then the first screen of the lesson.

    Taxes in three steps.

  2. 1. Open Tax Settings

    0:20 · 45s

    Go to Settings → Tax Settings.

    Tax Settings: your rates in one place.

    Show before cutting: A list of taxes and "Add New Tax".

  3. 2. Add a tax

    1:05 · 45s

    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.

    Name, rate, and required if it applies to every job. Two required taxes maximum, typically state and county.

    Show before cutting: The tax appears in the list with its rate and Required flag. At most two can be required.

  4. 3. See it in a quote

    1:50 · 45s

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

    New quotes carry the required taxes automatically. Optional ones are a click away.

    Show before cutting: Required taxes are listed and flagged "Required"; optional ones can be added from the list.

  5. 4. Recap & next lesson

    2:35 · 15s

    Hold on the finished result, then the end card.

    Next: page defaults for title pages.

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