Manage tax rates directly from the estimate screen

Edit organization defaults and per-branch tax rates without leaving the estimate — changes apply instantly.

What's New

The estimate screen now includes an "Edit tax rates" option in the tax rate dropdown. Open it to add, enable, disable, or modify tax rates — both organization-wide defaults and per-branch overrides — without navigating away from your estimate. When you close the sheet, any changes you made immediately sync to the current draft estimate's applied rates.

This keeps your workflow intact: adjust rates as you build, see the results on the same screen, no page navigation required.