Adding Tax (e.g. Sales Tax, VAT or GST) to sales quotes

The QuoteCloud sytem is featured with an automatic tax caclulator. You can enable or disable this feature, to setup tax follow these steps:

From the Sales Quote Dashboard, click on the Configuration menu, in the drop down menu you will see an option labelled Settings, select this option.

NOTE: to access the configuration menu, your User Login Account must have the "Allow access to manage the global company "Settings" function" assigned to your user role, for more information see the section User Management

Here you can specify the label and percentage of tax as per the rquirement of your company.

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