Tax Rate Library

[CTurrieta]

I'm trying to take advantage of the new feature "Tax Rate Library".  Adding rate for each of the states we do biz in is pretty easy (aside from the fact that entries cannot be edited or deleted).  

Can someone offer some guidance/help on how to use the library on quotes?  I've tried to modify the quote template, to no avail.  Library is created, now what?  

Any insight is greatly appreciated.  Thanks so much.  

[DianaGomez · Accepted solution]

Hi @CTurrieta,

Thanks for reaching out to the Community!

This feature allows you to create and apply tax rates to individual line items across different tools like Quotes, Deals, Payment links, and more. However, right now, you'll need to manually add or select these taxes when creating Quotes, Deals, Payment links, invoices, etc. If you'd like to learn how to do this, you can find all the details here.

Best,

Diana