Setting Sales Tax Options in Estimating

With the powerful options in UDA Estimating, you can quickly define and assign sales tax for your projects. Enter Local, County, and State tax rates for both materials and services. Once your tax rates are defined, take advantage of easy tax type designations and time-saving item options.

& NOTE: In Microsoft Excel, there are multiple tabs to operate from. To ensure following instructions are correct, you should be operating from the Add-Ins tab in Microsoft Excel.

Define sales tax rates

1. In an open estimate, go to Tools > Options and select the Sales Tax tab.

2. Enter percentages for Local, County, and State taxes for materials and services.

3. Click OK.

Set default tax type for new subcategories and items

1. In an open estimate, click Tools > Options and select the Default Settings tab.

2. Choose the default tax type by using the drop-down menu.

3. Click OK.

Utilize uniform sales tax

Setting a uniform sales tax will automatically designate the same sales tax rate for all items in a subcategory. If you change the sales tax for the first item in the subcategory, the sales tax for all other items in the subcategory will be updated.

1. In an open estimate, go to Tools > Options and select the Miscellaneous tab.

2. Select Uniform Sales Tax for each item in subcategory.

3. Click OK.