1. Click on Company Settings
2. Scroll down
3. Look for the title "Tax Rate"
In the box next to it, type the percentage of your Tax Rate
4. Scroll to the bottom. Click on Save
💬 To see how this looks in your Proposals...
5. Click on Sales Pipeline
6. Look for the Deal you would like to check
7. Click on the Proposal #
8. Click Add Line Items
9. This pop-up will show up
Select the Product/Service, Quantity, and Price
10. Below the Item Description you will see your Tax Rate Percentage
Make sure the option "Taxable" is on
11. Click on Save
12. You will see now your New Item added to your proposal with the taxable price
💬 To see how your client sees this...
13. Click on View Portal green bottom
14. Below your items, they can see it
