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 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 requirement of your company.

Related User Guide Topics

Price Table Settings - Removing Tax from a Price Table
27 Mar 2021
This user guide explains how a Sales Consultant can choose to Remove the tax that is automatically applied to a price item in a sales quote price table.
Adding VAT, GST, Sales Tax, etc to sales quotes
1 Jan 1900
The QuoteCloud sytem is featured with an automatic tax caclulator. You can enable or disable this feature, learn how to do this.

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