---
title: "Multiple Tax Rates"
slug: "multiple-tax-rates"
updated: 2026-07-29T18:49:59Z
published: 2026-07-29T18:49:59Z
canonical: "help.cenpoint.com/multiple-tax-rates"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cenpoint.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Multiple Tax Rates/Types

Set up multiple tax rates for the same tax area per task.

This is useful if you have a task that requires an excise tax instead of sales tax.

### 

### Multiple Tax Rates

#### Tax Rate Names

Go to More → Company/Branch Info

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/Company%20Branch%20Info(22).png)

Then double click on your branch or select the Ellipsis → Modify

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/ModifyBranch(25).png)

Go to the Misc. 2 tab and add names to the Tax Rate(s) you will be using.

This is set at the Corporate Office level and not per branch.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/BranchTaxRate.png)

#### Manage Tax Regions

To add the new tax rate(s) to the Tax Region go to More -> List Management -> Accounting -> Tax Rates

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/TaxRatesMore(3).png)

Click the 'Add' to create a new Tax Region. Click the Ellipsis -> Modify to edit an existing one.

*This will need to be done for each Tax Region that will be using the new tax rate. ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/AddModiTaxRate(1).png)

Select a Rate History and click 'Open' to edit it or click 'Add' to create a new tax rate.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/AddModiTaxRatemini(1).png)

Select your Effective Date and add in the new tax rates. (the ones you named in Company Branch settings)

Click OK to save.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/TaxRateDefine(3).png)

#### Specify Tax Rate on Task

Add the tax rate to a task by going to More -> List Management -> Quotes, Jobs, & Invoices -> Task Options-> Tasks

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/TasksMore(9).png)

Click 'Add' to create a new task.

Click the Ellipsis -> Modify to edit a task.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/AddModiTask(4).png)

Mark the task as taxable and select the Tax Type.

*This will need to be done to each task that will be using the new Tax Type

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/TaxTask2.png)

#### Add the task to a Quote or Job

CenPoint will figure out what tax rate should apply to this job based on the address and/or what the tax rate is set to.

The rate will adjust the task tax rate based on what you set up on that Tax Region.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/TaskTax(1).png)

Tasks will default to Rate 1 unless specified on the task as a different rate.

NSI line items will also use Rate 1.