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Setting Sales Tax
Setting Sales Tax

See below for how to set your Sales Tax percentage and where it shows up on the Proposal.

Laura Cuadros avatar
Written by Laura Cuadros
Updated over a week ago


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1. Click on Company Settings

Click on  Company Settings

2. Scroll down

Scroll down

3. Look for the title "Tax Rate"

In the box next to it, type the percentage of your Tax Rate

Look for the title "Tax Rate"

4. Scroll to the bottom. Click on Save

Scroll to the bottom. Click on Save

πŸ’¬ To see how this looks in your Proposals...


5. Click on Sales Pipeline

Click on Sales Pipeline

6. Look for the Deal you would like to check

Look for the Deal you would like to check

7. Click on the Proposal #

Click on the Proposal #

8. Click Add Line Items

Click Add Line Items

9. This pop-up will show up

Select the Product/Service, Quantity, and Price

This pop up will show up

10. Below the Item Description you will see your Tax Rate Percentage

Make sure the option "Taxable" is on

Below the Item Description you will see your Tax Rate Percentage

11. Click on Save

Click on Save

12. You will see now your New Item added to your proposal with the taxable price

You will see now your New Item added to your proposal with the taxable price

πŸ’¬ To see how your client sees this...


13. Click on View Portal green bottom

Click on View Portal green bottom

14. Below your items, they can see it

Below your items, they can see it
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