Automatic adding of TAX (VAT) when creating quotes

Yes, please add automatic tax in %, which is automatically preselected while creating an offer!

Adding this to all of our offers avoids a lot of monkey business.

Like a previous user wrote: this is an absolute nobrainer and basic-must-have feature!

This should be standard as most goods and services are taxed.

This would be awesome. Most likly we could select from a preset of different VATs.

Agree on default tax.
Would also add that tax should be displayed for subtotals and not just as a grand total at the end. If you have recurring and one-off payments within the same quote, you want the buyer to know the total upfront payment inclusive of tax for any potential bank transfer. This avoids buyer/sales rep having to do sums and communicate totals that don’t appear anywhere on the quote.

This is really needed

Plus one for this.

Yes! Static % tax would be a big leap forward.

Agreed this should be available as standard for quotes.

The idea of hubstop is to do thinks quicker and using techonology to avoid mistakes. The idea of having a “manual” procedure to add taxes is just againts the general idea of using a software tool to make those kind of things (calculations) easy not harder.

Yes please!! We need a way to automatically calculate tax!!

Still nothing with this update? It is really needed, it would help save a lot of time and avoid mistakes by sales reps. Please heeeelp!!!

Mega thumbs up! This would remove a lot of errors / inconsistencies from our salespeople

My upvote counts 25 times - this is for the whole company.

Super important for us :slightly_smiling_face:

Has this been implemented? Pretty basic really…

That would be very helpful. Actually a basic feature.

We need this as well for our Canadian customers to add GST but for some provinces, we also need to be able to add PST and/or HST.

it’s really a showstopper having to add VAT manually - it’s a shame that basic elements of a good CRM are missing from hubspot. it’s preventing us from fully deploying hubspot as a CRM solution

Yes please!!

GREAT IDEA !
Our customers are 95% based in France. An automatic Tax Rate would be great !
For the 5% remaining, it would be great just to delete the Tax line instead of adding it every time.

It seems pretty simple, but not having taxes at a product level can cause a lot of problems when using HubSpot products / quotes. While I’m are aware that there’s some clunky workaround, creating a quote with products with different taxe rate can be a real problem / show stopper for HubSpot, and require some customization / connection to work.
Example :

There’s 4 tax rates in France (20%, 10%, 5,5%, 2,1%). If you create a quotes including a normal SaaS product with 20% taxes combined with food product, taxed at 5,5%, you will need to do some manual modification to your quote, instead of having one product at 5,5% and one product at 20%, making the process complicated/with errors compared with a situation where taxes can be managed at a product level, like in Quickbook.
Verticals potentially affected
- Editors (books/press)

- Food product producers
- Healthcare
Potential solution

- Add a product level field with a tax rate (can be just a drop down)
- Allow to auto calculate taxes by using tax rate at product level
This can be a real show stopper for some clients / prospects.