Need to set default Tax Rates for Standalone Quotes and/or Accounts? CounterGo allows you to set a default Tax Rate for Standalone Quotes and assign rates to Quotes created in Accounts.
This can be useful when dealing with areas that have additional city and county taxes, or if you work across state lines. Please check with your local and state authorities for applicable tax laws.
If you leave the Tax Rate blank in the Account, no tax will be applied even if there is a Tax Rate in the Price List. You can manually assign a rate in Step 6 if there is no Tax Rate set in the Account.
- Set the Standalone Default Tax in your Price List to automatically apply that rate to any Standalone Quote.
- To have taxes automatically applied to Quotes that are in Accounts, set the Tax Rate in the Account.
