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Sage Construction Management Ideas Portal
Status Future consideration
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
      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.