HubSpot Ideas

NilsK

Automatic adding of TAX (VAT) when creating quotes

We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically.

 

Benefits:

  1. Saves times
  2. Avoid mistakes
226 Replies
GlennAngus
Member
There is a beta program that allows you to add tax to the line Item, I have been using it for a while now and it solves most of the issues for me.
KAunkst
Member

We need the tax applied to be applicable to the location as well as know if a company is tax exempt. This is something that does exist in other systems. I won't say that Quickbooks is a perfect program, but it does allow for this. Having the correct taxes applied is important to our business compliance and reporting.

PGUERIN
Member

Yes it's the minimum to avoid human oversights

NHodges1
Member

I see that there is an option on the hubspot-Quickbooks integration called ""Enable Automated Taxes". But there is no documentation about this feature and in testing I haven't been able to understand how it works. Does anyone know?

APetrakos
Participant

@NHodges1- the feature is in beta, for US & Canada only. I outlined my experience with testing it yesterday https://www.linkedin.com/feed/update/urn:li:activity:7330976670092333057/ - it's a step in the right direction, but there are some things that make it difficult for me to implement it as it is right now.

hhiggins
HubSpot Product Team

Hi everyone!

This idea's status has changed from ‘Being Reviewed’ to ‘Idea Submitted’. This change is due to our improvement project to update our Ideas Forum statuses in order to provide better transparency into how we are listening to your feedback.

 

“Idea Submitted” means that our product teams are aware of this feedback and are monitoring the need for this feature alongside other inputs that determine their priorities & roadmap.

 

For more details about the statuses we use on the Ideas Forum & what they mean, you can read this community post here.