Adding Tax Rate for an Account

This will show you how to add a tax rate to an account.  This means that every time you make a quote under this account the tax rate will be added automatically. 

Tax rate Tutorial

  1. Go to Settings > Account > Accounts and choose the account you will be adding a tax rate to.
  2. Click the name of the price list under "CG-Price Lists" 
  3. Select the Tax Rate from the drop down menu and press Save.

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