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.

40件のコメント
新規投稿者

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%.

 

一般投稿者

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. 

新規投稿者

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

 

We need it ! 

新規投稿者

+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!

新規投稿者

Yes, I think this feature is super important !

 

Thanks.

新規投稿者

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.

一般投稿者

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. 

新規投稿者

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!

新規投稿者

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

新規投稿者

+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.

新メンバー

Totally agree.

 

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

 

 

ユーザー | Gold Partner
ユーザー | Gold Partner

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

名誉投稿者

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.

 

一般投稿者

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). 

新規投稿者

Please add this feature with EU VAT checkup?

HubSpot製品開発チーム
HubSpot製品開発チーム
ステータスに更新: In Planning
 
新規投稿者

VICTORY!!!!!!!!!

 

Can't wait to have this implemented.

 

 

HubSpot製品開発チーム
HubSpot製品開発チーム
ステータスに更新: 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!

新規投稿者

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

新規投稿者

Agreed.

 

More specifically, tax needs to be integrated into products and totalled in quotes, so that entering a product for X amount can automatically include 10% GST - which is manditory to include in Australia.