MoveBoardSettings › Pricing & calculator › Taxes sets the tax MoveBoard adds to quotes. What each rate is charged on, and the order taxes, discounts and valuation are applied in, is in Taxes.
Before you start
Anyone who can open Settings can change this page. It is kept per move type (pick it at the top). Nothing is saved until you press Save.
The five rates
Type each as a percent (8.25 means 8.25%):
- Labor Hourly Tax
- Travel Hourly Tax
- Long Distance Linehaul Tax
- Packing Materials Tax
- Order Total Tax — taxes everything on the quote. While it's above zero the other four are greyed and not charged.
Two switches
Both are off until you turn them on, and both work only with an Order Total Tax (they are greyed out while it is 0):
- Tax the valuation: valuation (Full Value Protection) is taxed at the Order Total Tax rate too.
- Calculate tax after the discount: the tax is worked out on the charges after the discount comes off. Off, it is worked out before the discount, as before.
A changed field shows a gold changed tag; press it to put that field back. Copy to other move types gives the others the same rates and switches (it asks first); press Save to keep them.
What happens next
New quotes use the new rates and switches. Saving a switch also re-prices the open orders of that move type that the customer hasn't agreed to yet, within a few minutes. Reserved, Booked and completed orders keep their totals. One order's tax rate can be changed on the order. Examples and details are in Taxes.