How can I add tax information?

You can include your own taxes in JobNimbus if you are not integrated with QuickBooks.

To add taxes to your JobNimbus account:

  • Click on your Profile Icon or initials in the top right corner
  • Select Settings from the drop-down menu
  • Within the Settings menu, open the Taxes tab

  • Click the blue +Add Tax button

Taxes - How to Add Tax

This pulls up the following window:

Taxes - Add Tax Window

Here, you can:

  1. Name the tax according to what purpose it serves
  2. Give your tax a percentage amount
  3. +Add Tax to save

After your tax is saved, when creating an Estimate, for example, you'll see a column labeled Tax where you can apply it to the line item. 

sales tax estimate exampleIf you have QuickBooks enabled...

You will need to manage your taxes directly within your QuickBooks account; the ability to add taxes in JobNimbus will become locked and you will see the following message when opening the Taxes tab in your settings.

Taxes - QuickBooks Enabled