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Setting Sales Tax

This article will explain you how to include taxes in your settings

Alex Calderon avatar
Written by Alex Calderon
Updated over 2 months ago

1. Click on 'Company Settings'

Click on Company Settings

2. Scroll Down to ‘Tax Rate’ and Update It Accordingly

Click on Company.DefaultTaxRate

3. Click on 'Save'

Click on Save

4. Click on 'Sales Pipeline'

Click on Sales Pipeline

5. Click on 'New Proposal'

Click on Thu, Apr 24…

6. Click on 'Start'

Click on New Proposal…

7. Click on 'Add Item'

Click on Add ItemAdd Multiple Items

8. Add an Item to Your Proposal

Here you can select the item from your Products and Services, or you can create a new one by adding Name, Quantity, Price, and Description.

Click on Add Item…

9. Toggle on the ‘Taxable’ Button

Click on Add Item…

10. Click on 'Save'

Click on Add Item…

11. You Can See How Taxes Are Being Calculated

Click on $14.00

12. Click on 'Customer View'

Click on View Deal…

13. You Can See How It Looks Like in the Proposal

Click on $0.00

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.


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