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