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

The QuoteCloud system is featured with an automatic tax calculator. You can enable or disable this feature. To set up tax follow these steps:

From the Sales Quote Dashboard, click on the Configuration menu; in the dropdown menu, you will see an option labeled Settings, then select Company Settings.

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 requirement of your company.

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