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Sage Construction Management Ideas Portal
Status Needs review
Created by Sean Coffman
Created on Mar 25, 2025

Have taxes be addable and specifiable in estimate proposal

I would like to be able to, as a part of building a estimate proposal, be able to add taxes - similar to how they would be shown in a prime contract. Ideally, I think having them be like a global markup or being able to independently add the tax to an item with a drop down menus similar to the process in Prime contracts or WOs. This seems like a powerful next step becuase the rest of the items that come afterwards like POs/COs/etc also have the ability to include taxes as part of the reporting.

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  • Sean Coffman
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    Mar 27, 2025

    as an aside, my clients in Washington State generally have their taxes with the final total column and with taxes only being able to be done as a markup there isn't a clear way to make that happen in the estimate proposal.