Add a tax

Once you are in the  Commission and Taxes tab of a risk file, select the button Add Tax to add or modify taxes. This tab is found on the Risk Summary page.

You will be asked to enter and confirm:

• Tax Name
• Tax Percentage
• Tax Type

We recommend you confirm commissions and taxes prior sending the quote to your client for their review and verification. Taxes should not be changed during amendments to any bound risk. 

Please contact the Principal Broker responsible for your company account with any questions you have respecting taxes.

Disclaimer! The Knowledge Centre covers all features of the Glide platform. Some details in this article may not be applicable to your version of Glide.