Overview
Tax Codes define the tax rates used on financial records in Buildend. Once created, they are available for use wherever taxes are applied, helping ensure consistent and accurate tax calculations across your projects.
Add a Tax Code
Action Clip
Step-by-Step Instructions
Go to User Menu > Settings > Data Settings: Data Objects > Tax Codes.
Click Add Tax Code.
Enter the Tax Code Name.
This is the name that will be visible when the tax rate is applied in various areas.
Enter the applicable Tax Rate (%).
(Optional) Add a description, if needed.
Click Submit.
The new Tax Code is immediately available for use throughout your Workspace.
⚠️ Important: Tax Codes cannot be edited, deleted, or archived after they are created. Because Tax Codes may be referenced by contracts, invoices, change orders, and other financial records, they are locked to help preserve the integrity of your project's financial history.
If you need to make a change to an existing Tax Code, please contact Buildend Support. We'll review your request and help determine the appropriate approach based on your organization's needs.
Important Information
Tax Codes are managed at the Workspace level and can be reused across multiple projects.
Only users with the appropriate permissions can create or modify Tax Codes.
Review your organization's tax requirements before creating or updating Tax Codes to ensure they are configured correctly.