Herkimer County Combined Rate — 8.25% - **Rate split:** State 4.0% + Local 4.25% = **8.25%** combined. - **Applies to:** Repairs, maintenance, and taxable services. Show the rate on customer-facing estimates. - **Materials:** Typically taxable at purchase; factor local portion into your markup.
Capital Improvements (ST-124) - Collect **NYS Form ST-124** from the owner for qualifying capital improvements; do **not** charge sales tax on labor when the form is on file. - Keep the signed ST-124 with your estimate and invoice package for audit protection.
Estimating Workflow - Use the **Tax Save** calculator → select **Herkimer County** to auto-fill 8.25%. - Toggle **Capital Improvement (ST-124)** when the job scope qualifies; the calculator zeroes out tax on labor and notes ST-124 in the material list/PDF. - Keep margins intact by separating materials, labor, overhead, and profit lines.
Quick Local Notes - Town/village permits can add lead times—pad schedules accordingly. - For mixed-scope jobs (repair + improvement), split line items and apply tax only where required.
Pro Tip
Need a custom estimation workflow for your crew? Contact the Pro Calc team.