Automatic calculation of TAX (VAT) when creating quotes

Currently, we have to manually calculate the TAX amount when creating a quote. 

 

Ideally, we would set the TAX % and have the system automatically calculate the value (in the same way you can with a formula withing MS Excel).

 

Benefits:

1) Saves time

2) Avoids mistakes.

39 Replies
New Contributor

Hi, I agree with the first message. Having the option to enter a percentage in the quote totals section will make it easier for a quick calculation of tax and the discount amount. In Australia, we have a General Services Tax (GST) which is always applied at 10%.

 

Occasional Contributor

We don‘t understand eather, why the automatic calculation of tax is not provided by default. In Germany we need the VAT 19% for all the quotes.  The manuell calculation costs time, which we actually try to save by using HubSpot-Software. Please implement this option as soon as posible. 

New Contributor

It would be really good to auto-calculate the TVA taxes. It should avoid lot of possible mistakes. 

 

We need it ! 

New Contributor

+1

 

Please itegrate this! It would be nice to be able to enter a specific state and the system pulls in the right % for you.

 

Hubspot bills us on a state tax %, so why should we (the paying customers) have to manually do it!

New Contributor

Yes, I think this feature is super important !

 

Thanks.

New Contributor

Absolutely required, until this is sorted we have to spend £50 GBP per month on quotient.

 

Also, need to ensure 4 decimal places on unit price rather than 2. Visibly this is not correct, functionally more than 2 decimal places in the calculations work.

Occasional Contributor

Just started using Hubspot its frustrating that there is no way to auto calculate PAYE, which is a room for errors and a waste of time.  In Kenya, there is 16% VAT for all quotes. Its pretty simple to implement this, but looks like Hubspot is not mature enough. 

New Contributor

We just sign up for the Sale Entreprise edition and we can't add a VAT to a quote... And of course you cannot use workflows to fix this. This is very annoying!

New Contributor

We are unable to use the quotes feature, which is the main reason why we joined hubspot, because this manually adding of a tax amount will cause so many issues... Its such a simple task to make a percentage.. Please add this ASAP

New Contributor

+1 for this feature.  I don't understand how this isn't a standard feature.  We cannot use quotes without it, so deems the feature pointless! And I've just spent hours loading products into HS only to figure this out.

 

Please make this a must in the next update HS.

New Member

Totally agree.

 

Additionally the line "does not include taxes" should be optional. Since in Chile we usually place taxes included in the price.

 

 

Visitor | Gold Partner
Visitor | Gold Partner

For us, this is a must! Is there any perspective to include this in the roadmap? Thanks!

Esteemed Contributor

HubSpot team,

 

for 1 year and 4 months this missing feature is requested and got kudoed incl tons of replies.

 

When will you deliver and understand that it is not an „idea“ but a missing feature?

 

There are dozens of other missing ones that get a lot of community attention BUT not from you guys.

 

Occasional Contributor

We are in the process of renewing our contract with Hubspot. It is disappointing that this point which we raised last year is still outstanding; Compared with other areas of the product, I can't imagine it is that complicated to implement (speaking as a developer). 

New Contributor

Please add this feature with EU VAT checkup?

HubSpot Product Team
HubSpot Product Team
updated to: In Planning
 
New Contributor

VICTORY!!!!!!!!!

 

Can't wait to have this implemented.

 

 

HubSpot Product Team
HubSpot Product Team
updated to: Delivered

I'm very pleased to announce that percentage based taxes (as well as discounts and fees) are now live and available to all users of Quotes! It seems that a few commenters here are looking for more sophisticated functionality such as auto-calculation of tax by region, setting defaults, etc. If you are interested in any additional feature like that, please file a new separate ideas post so we can accurately track community interest on those additional ideas. Thank you again for your feedback and patience!

New Contributor

Do we have any updates as to when this will be implemented ? It seems like such a simple fix and there's a real need!

 

When adding a tax manually to the quote in HubSpot, this doesn't get passed on to Stripe in the subscription that's created. Hence the tax is paid the first month of the subsciption but not subsequently