Remove Tax from a Price Table

If the Tax feature is enabled in Company Settings, QuoteCloud will apply a set percentage tax to each price line item in a sales quote price table.

This user guide explains how a Sales Consultant can remove the tax automatically applied to each price line item in a sales quote price table.

To begin, edit or create a new sales quote.

In the sales quote editor, click on the + Insert button and select Add Pricing Table, as shown below.

Add a few price lines, as shown below (either using the Add Price Row button or add items from the Product Catalogue).

Click on the Settings button for the price table, as shown below.

Click on the Settings tab, as shown below.

Click on the toggle switch for Remove Tax to the Hide state, as shown below.

Click Save.

The tax normally applied to each line item will be removed, i.e. no tax is applied to each line item in the sales quote price table.

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.

Price Table Settings - Hide Discount Percentage Saving & Original Price In A Price Table

27 Mar 2021

This user guide explains how a Sales Consultant can choose whether to Hide or Show a price discount on a price item in a sales quote price table.

Group Repeating Cost Line Items

13 Mar 2021

When adding price line items that are a repeating cost, for example a monthly fee, you might want to group these price line in your price table so they sit together

Show/Hide Price Table Totals

15 Mar 2020

When you create a price table in a sales quote, you are able to hide unwanted columns and price table totals, along with a number of other settings available for sales quote price tables.