---
title: "Taxes"
slug: "taxes"
updated: 2025-12-01T18:37:01Z
published: 2025-12-01T18:37:01Z
canonical: "help.cenpoint.com/taxes"
---

> ## 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.

# Taxes

### [Embedded content](https://www.youtube.com/embed/A7R_u1yB93g?&feature=youtu.be&wmode=opaque)"Taxes" Text Version

In some areas, services or tasks can have a tax applied to them. City or state taxes can also apply.

How to set up your taxes:

## Taxes on Desktop

### Step 1: Set up tax rate

- Go to File → List Management → Accounting → Tax Rates

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-GJQTIEOS.png)
  - You can set up taxes for your state, county, and city/town as is applicable to you.
    - First, fill in the correct information for State, County, and Municipality (as needed) and click Add.
    - Then, a tab will pop-up for you to fill out the information for the Effective start date and Tax rate. Then click OK.
  - You can add as many Counties and Municipalities as you need to account for all areas in which you will work.
    - If there is no Municipality, County, or State involved with the job then it will default to a non-taxable job.
  - To edit tax rates that you have already completed, hit Modify.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/modify%20taxes.jpg)

### Step 2: Mark tasks as taxable

- Go to the Manage tasks screen by going to File → List Management → Quotes, Jobs, & Invoices → Task Options → Tasks

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-UE1Q8TTD.png)
- Click the task that you want to mark as taxable → click Modify → then click the Taxable box in the upper right hand corner → click OK when finished.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/manage%20tasks%20modify.jpg)

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/taxable.jpg)
- Now that task should show up on the Manage Tasks screen with a checked box under the Taxable column. You can see all taxable tasks within this column.
- When the taxable tasks are selected for a job, the address will pull from that job and fill in with the appropriate tax rate for those tasks and/or services.

### Step 3: If you have a tax-exempt customer

- Click Customers from the main screen → Click on the tax-exempt customer → Click modify

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/tax%20exempt%20customer%20modify.jpg)
- On the Define/Setup Customer screen, click the Misc. Info tab in the center of the page → Click the “Tax Exempt” box in the middle column → Click OK when finished.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/tax%20exempt.jpg)

### Step 4: Setup taxes for a Job

- To setup taxes for a job from start-to-finish, begin by clicking on Jobs from the main page
- Click Modify → Click the Add'l Info tab in the middle → click Rate to see all of the predefined options OR click the (...) button for more information on applying the correct tax rates.
- If the job is tax-exempt, click the box in the same section that says This Job is Tax Exempt → select a Reason for the exemption if applicable to you.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/70(11).png)

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/70(12).png)

### Step 5: Field Ticket adjustments

- On the "Define Job" screen, click the What and When tab → and in the bottom right side of the screen click View FT → click your desired task to make tax changes → click Modify
- A screen that says Assign Task to a Field Ticket will pop up. In second box down on the left side there is a check-box that says Taxable. Click that box as needed and add in the appropriate percentage.

#### (***NOTE: The information on the Field Ticket is the FINAL SAY! Even if you put a different % rate or put the job as non-taxable on previous pages, whatever is documented within the Field Ticket will override everything else that is set up. **This will also flow through on Invoicing, Reporting, etc.)**

### Step 6: Reporting

- 1. Sales Tax Invoiced (City/Tax) Reporting
  - On the tabs along the top of the CenPoint screen, click Reports → Tax reports → Sales Tax Invoiced (City/Tax)

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-8NECN47V.png)
  - Adjust the time within the Invoiced From boxes to see your desired tax reports within a certain time period.
  - Click your desired City Tax Report(s) > then click Print

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/city%20tax%20report.jpg)
  - This sheet will show you how much work you have done in each city and where your taxes are coming from. In accounting terms this is called an Accrual.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/Screenshot%20(32).jpg)
- 2. Sales Tax Collected Reporting
  - On the CenPoint main screen, at the top of the page, Click Reports → Tax Reports → Sales Tax Collected

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-ICY9EQJ5.png)
  - Select your desired report → click print
  - This sheet will show you the amount of tax that needs to be paid by the company. In accounting terms this is called Cash Basis.

### Step 7: Review

- You can now see the taxes show up on your invoices.
- From the main screen, click Invoices → select your desired Invoice → select Print

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/70(13).png)
- You can see on this page that there is a tax column where you can see that fill in for certain services/tasks that are taxable.

## Taxes on Portal

### Step 1: Set up tax rate

- Go to More → List Management → Accounting → Tax Rates

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/70(14).png)
  - You can set up taxes for your state, county, and city/town as is applicable to you.
    - First, fill in the correct information for State, County, and Municipality (as needed) and click Add.
    - Then, a tab will pop-up for you to fill out the information for the Effective start date and Tax rate. Then click OK.
  - You can add as many Counties and Municipalities as you need to account for all areas in which you will work.
    - If there is no Municipality, County, or State involved with the job then it will default to a non-taxable job.
  - To edit tax rates that you have already completed, click on the ellipsis → Modify.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/71(5).png)

### Step 2: Mark tasks as taxable

- Go to the Manage tasks screen by going to More → List Management → Quotes, Jobs, & Invoices → Task Options → Tasks

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/71(6).png)
- Click the task that you want to mark as taxable → click Modify → then click the Taxable box in the upper right hand corner → click OK when finished.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/72(11).png)

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/72(12).png)
- Now that task should show up on the Manage Tasks screen with a checked box under the Taxable column. You can see all taxable tasks within this column.
- When the taxable tasks are selected for a job, the address will pull from that job and fill in with the appropriate tax rate for those tasks and/or services.

### Step 3: If you have a tax-exempt customer

- Click Customers from the main screen → Click on the tax-exempt customer → Click on the Ellipsis → Modify

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/73(7).png)
- On the Define/Setup Customer screen, click the Misc. Info tab in the center of the page → Click the “Tax Exempt” box in the middle column → Click Close when finished.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/74(5).png)

### Step 4: Setup taxes for a Job

- To setup taxes for a job from start-to-finish, begin by clicking on Jobs from the main page
- Click Modify → Click the Add'l Info tab in the middle → click Rate to see all of the predefined options OR click the (...) button for more information on applying the correct tax rates.
- If the job is tax-exempt, click the box in the same section that says This Job is Tax Exempt → select a Reason for the exemption if applicable to you.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/75(5).png)

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/76(5).png)

### Step 5: Field Ticket adjustments

- On the "Define Job" screen, click the What and When tab → and in the bottom right side of the screen click View FT → click your desired task to make tax changes → click Modify
- A screen that says Assign Task to a Field Ticket will pop up. In second box down on the left side there is a check-box that says Taxable. Click that box as needed and add in the appropriate percentage.

#### (***NOTE: The information on the Field Ticket is the FINAL SAY! Even if you put a different % rate or put the job as non-taxable on previous pages, whatever is documented within the Field Ticket will override everything else that is set up. **This will also flow through on Invoicing, Reporting, etc.)**

### Step 6: Reporting

This report is coming soon to Portal, thank you for your patience!

### Step 7: Review

- You can now see the taxes show up on your invoices.
- From the main screen, click Invoices → click the ellipsis next to your desired invoice → View → select “Invoice Only” or “Invoice & FTs”

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/77(2).png)
- You can see on this page that there is a tax column where you can see that fill in for certain services/tasks that are taxable.