Add Sales Tax to a Quote
Introduction
If you company adds sales tax for specific products, you will need to add the tax for each respective Product line item in your Quote. This article covers how to add Sales Tax, if applicable for your company.
Video Summary
How to Add Sales Tax
1. Hover over the Product line item in the Tax column, then click the pencil icon in the Tax column next to 0.
2. If the Product was inputted as taxable by your Company, a Sales Tax box appears. Click the check box to select Sales Tax, then click Done.
3. The Sales Tax will be applied to the Product line item.
If the Product has been marked as not Taxable by your Company, a message will appear that no tax is associated with this Product.
Info
If your Company does not charge tax to its customers, the tax fields will most likely be hidden.
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