Add a Tax Rate

CrewCost allows you to configure sales tax rates under the Accounting module. Tax rates can be defined as Single (one rate tied to one agency) or Combined (multiple rates grouped under one name). Once created, these rates are available for use across your accounting workflows.

Access the Sales Tax Section

Navigate to the Sales Tax rates list to begin creating a new rate.

1. In the left sidebar, click Accounting to expand the menu.

2. Click Sales Tax.

3. Select the Rates tab at the top of the page.

4. Click the + New Rate button in the upper-right corner of the rates list.

Configure a Single Tax Rate

The New Tax Rate panel will open on the right side of the screen. Follow the steps below to set up a single rate.

1. Under Type, select Single.

2. In the Name field, enter a name for the rate.

3. Click the Agency dropdown and select an existing agency from the list. If no agency exists yet, select Add an agency to create one.

4. In the Tax Rate (%) field, enter the percentage value for the rate (for example, 8.555).

5. Click Save to create the rate or Cancel to discard the changes.

Configure a Combined Tax Rate

A Combined rate groups two or more existing single rates under one name. The panel displays a Total tax rate counter that updates as rates are selected.

1. Under Type, select Combined.

2. In the Name field, enter a name for the combined rate.

3. Under Rate 1, click the Select rate dropdown and choose an existing single rate.

4. Under Rate 2, click the Select rate dropdown and choose a second existing single rate.

5. To include additional rates, click + Add and select the corresponding rate from the new dropdown that appears.

6. Click Save to create the combined rate, or Cancel to discard the changes.

Once saved, the new rate will appear in the Rates list under Accounting > Sales Tax, displaying its name, associated agency, type, and percentage.

See Also

Keep exploring our platform by taking the next step:

• Cost Types: Define the categories used to classify job costs, such as labor, materials, equipment, subcontracts, and other direct expenses.

• Recurring Transactions: Automate journal entries and expenses that repeat on a defined schedule.