Tax for workflows and reporting (tax as a quote property)

HubSpot Ideas
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1

Context

Being able to report on and trigger workflows on total tax for a quote is vital for many businesses to remain compliant and ensure that business processes are followed.

It’s currently not possible to view the total tax on a calculated property in HubSpot for the quote.

Idea

  • Implement a default calculated property on the quote object with a sum of all tax applied to the quote. “Total Quote Tax”.
  • Allow this property to be used as a trigger for a workflow based on being known/unknown or based on value.
  • Additional: Sync this to the deal on a deal property

Use Cases

  1. Allow workflows to be triggered when no tax is added to a quote
  2. Automatically reject a quote within the approvals workflow if it has no tax
  3. Trigger/require further approvals if tax is over a certain value (important for some jurisdictions)
  4. Allow taxes to be reported - vital for all businesses
  5. Allow for tax calculations to be made where taxes are quoted in different currencies than they have to be paid.
  6. Provide reporting on how much of the deal/quote amount is tax as opposed to revenue.
2

There is an Integration that fixes this issue available in the HubSpot Marketplace. Its called Chargebee Quote to Cash.

Quote to Cash can automatically calculate Sales Tax on quotes from the HubSpot Sales Hub and issue credit card and digital payments links with the correct tax added and calculated direct from HubSpot.

True Digital Payments for HubSpot at last!!!