Home → EstiMate Version 2 → General → I selected "Non Taxable" for a Labor item on my quote, but when I print it there is still a check mark under "Taxable" for that item.

2.8. I selected "Non Taxable" for a Labor item on my quote, but when I print it there is still a check mark under "Taxable" for that item.

Q:  I selected "Non Taxable" for a Labor item on my quote, but when I print it there is still a check mark under "Taxable" for that item.  How do I get the check mark to not show up?

 

A:  The reason for this is because EstiMate sees "Non Taxable" as a tax item.  EstiMate will calculate the tax correctly, adding nothing for that Labor item because its rate is 0.0%, but because there is a selection in that field it sees it as being taxable regardless of the %.

The way to properly make an item "Non Taxable" is to "blank" the tax field out in the plugin, or in the settings of that plugin.  If you never charge tax for Labor items then it would be best to do this in the plugin settings for Labor Items.

To charge no tax for an item:

• Click in the tax filed of the plugin (e.g. Labor Items), and highlight whatever is in there.

• Press the Backspace or Delete key to "blank" that field out.

• You can also do this directly from the Job or EstiMate screen the same way by clicking in the Tax field, highlighting, and deleting anything that's in that field next to the line item you don't want to charge tax on.
  

To do the above in the settings of a plugin so that tax is never charged by default:

• Open the plugin, and click the "Configure" button.
  

• Click in the Tax field, highlight anything that's there, and press Backspace or Delete.

• Click the "Save Settings" button 

If the customer is tax exempt and therefore not charged tax on any items then the way to apply that is to check the "No Tax" box on the Job or EstiMate screen.  This will make the tax for the entire job $0.00, and the tax line will be removed completely from the Totals section of the print out.