Overview
ArcSite lets you configure named tax rate options in the User Site. Once set up, these options are available to sales reps when building proposals. You can create multiple rates — for example, different rates by state, project type, or customer category — and optionally allow reps to enter tax manually in the field.
Availability
Platform | Available |
Web (User Site) | ✓ Configuration |
iOS | ✓ Apply on proposal |
Android | ✓ Apply on proposal |
Windows | ✓ Apply on proposal |
How to Add a Tax Rate
Log in to the ArcSite User Site.
Go to Settings.
Click + New to add a tax rate option.
Enter a Name for the rate — this is what sales reps will see when selecting tax on a proposal (e.g. "California", "Commercial", "No Tax").
Click Add Rate and enter the rate percentage.
Click Add to save the tax rate option.
Repeat for each tax rate your business needs. You can maintain multiple named options — for example, separate rates by state or project type.
Allow Manual Tax Input
The Allow Manual Tax Input toggle lets sales reps enter a tax rate directly when building a proposal, rather than selecting from your predefined list. This is useful if your team works across jurisdictions with variable rates.
To enable: toggle Allow Manual Tax Input on in the same Settings screen.
How Tax Appears on Proposals
When a sales rep creates a proposal, they can select from your configured tax rate options. The selected rate appears as a line item on the proposal summary and on the customer-facing output document.
Note on ArcSite's Own Sales Tax
This article covers the tax your business charges customers on proposals. For questions about sales tax ArcSite charges on your software subscription, see Account & Admin > Billing.