HubSpot Ideas

JD1

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.

HubSpot Updates
Delivered
October 18, 2019 02:19 PM

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!

In Planning
October 09, 2019 11:56 AM

43 Replies
VCheung
Contributor

Absurd that the suggested solution from Hubspot is to upvote this as an Idea in 2021. This should be a standard feature.

CPlais
Member

Hello

 

I saw that many users already asked for this. How can we add sales tax to quotes that automatically calculate it according to the zip code of the customer? 

purplegoanna
Member | Diamond Partner

This is a very important need as we so often forget to add it or it creates room for error. Any idea if there is a workaround for this?