Apply Tax On A Quote Or Order

Tax Rates can be created and applied in Step 6 of a Quote or Order. Taxable Items will be marked with a "T" in Step 6 only. When printing or emailing, the total Tax amount will be listed above the Total Price.

See  Related Articles below for help setting Default Tax Rates and applying them, and to set any Non-Taxable Items in the Price List.

  1. Go to Step 6 of your Quote or Order. 
  2. Click the Edit Price Settings icon.
  3. Select <New Tax Rate> from the Tax Rate dropdown menu.
  4. Enter the Name and Tax percentage.

manually apply tax to a quote or order

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