Add Taxes to My Documents

With Joist you can add multiple tax rates to your account. These taxes will automatically compute on your estimates and invoices, and can be implemented on a per item basis.

You can add taxes to an item when creating or editing an estimate/invoice by:

  1. Tapping ADD LINE ITEM                                                                                   

  2. Select the item you want to add, or create a new item

  3. Under the Taxes heading you can either turn on an existing tax, or tap ADD NEW TAX                                                                                                                

  4. When creating a New Tax input the Tax Name and Percent, and then tap SAVE

  5. Tap the checkmark at the top right to save the changes

Your taxes will now automatically total at the bottom of your estimate/invoice underneath the subtotal.

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