How To Set Up State Tax Credits

Follow the steps below to set up state tax credits. State tax credits automatically apply to proposals if the homeowner’s address matches the state. 

Step 1: From the main menu, click “Database”.

Step 2: Open the “Additional” dropdown and select “State Tax Credits”.

Step 3: Click “+Add” to add a new state tax credit. 

Step 4: Input the tax credit name and select the state where it applies. Choose the job type and price type- flat or percentage. Input the price and set a maximum redeemable amount for the incentive. Click “+Add” to save.