Taxable line items on estimates

Change an estimate’s tax rate and choose which line items are taxed in the Cinderblock mobile app.

Change an estimate’s tax rate

1. Open the estimate.
2. Open its more options menu and select Tax settings.
3. Select Tax rate, enter the rate, and select Save.

If you use QuickBooks Online, the tax rate comes from QuickBooks and can’t be changed on the estimate.

Choose which lines are taxed

1. Open the line item and select Edit.
2. Select Show advanced options.
3. Turn Apply sales tax on or off, then save the item.

You can also set Apply sales tax when you create a new item. Line items added from Services & Materials use the item’s existing tax setting. Changing a line item’s tax setting affects only this estimate; the item in your Services & Materials doesn’t change.

Changing the tax on an Accepted estimate returns it to Pending. Tax can’t be changed on Partially converted or Converted estimates. See Create and edit an estimate.

Company tax settings

Your company’s tax settings apply to new estimates. See Taxable line items on estimates in the Web App articles.

Related articles

• Estimate settings
• Create and edit an estimate