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Assign Taxes to a Service Location

Taxes only calculate automatically when your Service Location has a Tax Group assigned. Without this, your shop may accidentally undercharge or miss required tax reporting.

Who this is for

Admins who manage shop settings and billing.

What you’ll learn

• How to attach a Tax Group to your Service Location

• How taxes flow into estimates and invoices

• How to change tax groups when the shop expands to new regions

Before you start

• Create Tax Categories

• Create your Tax Group

• Add all taxes into that group

Quick Summary (TL;DR)

• Open Service Location

• Edit

• Select Tax Group

• Save

Step-by-Step

  1. Go to Platform Settings → Service Locations.

  2. Choose the service location you want to add taxes to.

    Screenshot 2025-11-18 at 4.48.22 PM

  3. Click Edit.

    Screenshot 2025-11-18 at 4.49.45 PM

  4. Find the Tax Group field and select the appropriate group.

    Screenshot 2025-11-18 at 4.53.10 PM

  5. Click Save Changes.

  6. All new Estimates and Service Orders will now calculate taxes automatically.

Troubleshooting

Symptom Cause Fix Prevent
Tax not applying No Tax Group selected Edit location and assign group Always assign group during onboarding
Wrong tax showing Wrong group selected Update group in location Separate groups by city/county
Taxes triple-calculated Duplicate taxes in group Archive old taxes Keep groups clean and organized

FAQs

Can I change the tax group later?

Yes. New jobs use the new group automatically.

What if we expand into a new city?

Create a new Tax Category and Tax Group for that city.

Can I assign multiple groups to one location?

No—only one group can be active at a time.