SetSale lets you create multiple tax options and apply different tax rates on a per-quote basis. This is useful when different jobs require different tax configurations — for example, taxing only physical goods on one quote and the entire ticket on another.
Setting Up Tax Options
Go to Settings → Pricing → Tax Options.
You'll see one default tax option already in your account (set to Physical Goods Only).
Available Tax Bases
SetSale supports four tax bases:
Physical Goods Only — Applies tax to equipment and materials only.
Labor Only — Applies tax to labor charges only.
Physical Goods and Labor — Applies tax to both equipment/materials and labor.
Entire Ticket — Applies tax to the full quote total.
Adding a New Tax Option
Click the Add Tax Option button.
Choose the tax base (one of the four options above).
Enter the tax rate percentage.
Click Save.
You can set one tax option as your default. That default will automatically apply to new quotes unless you change it.
Applying a Tax Option to a Quote
Once you have more than one tax option saved, you can choose which one to use on each individual quote.
Create or open a quote.
Scroll to the Pricing section at the bottom of the quote configuration page.
Select the tax option you want from the dropdown.
The selected tax rate applies across all tiers on that quote automatically — your technicians just pick the right option and the math takes care of itself.
Tips
Your default tax option applies to every new quote unless changed. Set the one you use most often as the default.
Tax changes apply to all tiers at once, so there's no need to adjust each tier individually.