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Tax Profile/Settings in North America

How to set up Buildxact tax profile/settings in North America and use them effectively

Dan C avatar
Written by Dan C
Updated yesterday

Audience – Builder/ Trade/ Dealer in North America

Read/Watch time – 10mins

Article contents – How to steps/ Video


This video covers in detail how taxes are set up in Buildxact via the tax profile. It covers how tax is managed both per account and per estimate, and covers United States and Canada in the explanation.

NOTE: Taxes vary based on location, job type, business type just to name a few. If in doubt seek out advice from a tax professional. Setups shown in this video are purely examples for the purpose of illustration.

More general info on tax setup


Looking to connect to Quickbooks? We have information on that here:

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