Apply Tax on a Quote

Even if you haven't set up a Tax Rate in Settings, you can take care of it on Step 6 of a Quote. 

Tax on Quote Tutorial

  1. On Step 6, click Edit Price Settings.
  2. Select a Tax Rate from the drop-down list.
  3. If you do not see the Tax Rate you need, select New Tax Rate.
  4. Enter Name and % rate. Save.
  5. You'll see the taxable line items marked with a T. (You can mark items as non-taxable on your Price List.)
  6. The total Tax will be listed after your Subtotal. 

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