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
207 Replies
GVoghel
Member
It seem Google just bought Hotspot. I hope the will take a better care of their clients…
Adam_W
Participant

@GVoghel Experience would suggest that improvements and listening to customers aren't generally at the top of Alphabet's priority list. 

 

AmandaG
Member

Such a basic feature, plz implement this hubspot, as others have said it has big consequences when someone forgets to add VAT!

mbdrag3
Member

This would be a great help for us. 

VModel
HubSpot Employee

Commenting for visibility on behalf of a customer. 

It would be ideal to see this implemented in the future and have the ability to save different VAT rates that can be selected from option list or a drop down.

JNixon112
Member

I am really surprised this is not a feature. It would seem to me that it should be either part of the Product catalog, or a setting for all quotes.

This is going to likely be a dealkiller for me, as I'm just getting started with using the tool. I am also advising a few clients about their CRM choice, and this may come up again.

For now, I may just use Wix for my quotes, because they have universal tax. Foruntately, I can do that, because it's just me...

GVoghel
Member
It seems nobody at Hubspot read our complains.
GlennAngus
Member
I kicked up a fuss and they have taken this on board. A resolution is expected by the end of the year.
EStyles
Member
Wow really at the end of 2024 super grateful, surely not big a job even has this on Freshworks CRM
JRobinson92
Member

It should be an automated inclusion!

ed-K
Participant

without the automated Tax, we can't use this module, which removes 50% of the value of using HubSpot. So disapointing.

 

Did anyone have luck with some custom modules or code as an alternative?

NicoleSengers
Guide | Elite Partner

The ability to set a standard tax based on location or a set of rules would add to the accuracy of quotes and enable teams to work more efficienctly.

Angela_W
Contributor | Partner

@ethankopit 

Hi Ethan, 

any news about that?

Relating to your post, are 523 upvotes worth a comment from HubSpot? After 2 years...

Please don't take it personally! This feature is so basic, it's embarrassing to say to our customers " Uh.... no, you can create the most complex workflows in HubSpot, but as for the tax, you have to type it manually - in every single quote you create."

I just had an onboarding with a sales team, and they asked me if I was serious.

 

Account settings for this would be great

show tax in quotes: yes/no

name of the tax:  ____

percentage of the tax: __

 

Any chance of that happening soon?

GlennAngus
Member
I made a big fuss about it earlier in the year and have been advise when I threatened to cancel our service that the development team should have something up by the end of 2024.
GVoghel
Member
Hi,

I’m Canadian and for us and a bunch of others, we have two cumulative taxes. HubSpot is sold to multiple countries, the have to offer their software with working functionalities. Forgetting taxes is just ridiculous in a global context today.
95% of the quote parts is perfect but without that tax feature, it's unusable.

Account settings for this would be great

show tax in quotes: yes/no

Condition Any multiple taxes : yes/no

How many : _______\

ConditionTax over tax: yes/no

name of the first tax: ____

percentage of the first tax: __

name of the second tax : ____

percentage of the second tax: __







NHodges1
Member

Any update on this? I like the tax library idea mentioned above

Shawn_AMBOSS
Participant

This seriously so whack that this still isn't implemented. Look at all the traction on this thread, and HS still wondering why we roll our eyes when support suggests to "submit to the ideas forum" ugh. 

BFleming1
HubSpot Employee

+1

BMELIDOUNTSOP
Member

Bonjour,

J'adhère. Il faut impérativement automatiser l'ajout de la TVA dans les offres éditées.

De plus cette information doit pouvoir être dissociée du montant de devis. Ce qui n'est pas le cas à date.

Merci

GVoghel
Member
With 3 digits taxes too, here il Quebec, we have the GST 5% and the PST 9.975%