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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
Automatic calculation of TAX (VAT) when creating quotesHubSpot Produkt-Team
changed to: Delivered
10-18-2019

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!

Automatic calculation of TAX (VAT) when creating quotesHubSpot Produkt-Team
changed to: In Planning
10-09-2019

38 Kommentare
Tickford
Mitwirkender

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%.

 

civey
Berater

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. 

jfhamel
Mitwirkender

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

 

We need it ! 

cmyers
Mitwirkender

+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!

bpalabre
Mitwirkender

Yes, I think this feature is super important !

 

Thanks.

madebyoomph
Mitwirkender

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.

Silvano
Berater

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. 

lerouxe
Mitwirkender

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!

matthewtalia
Mitwirkender

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

MrSigley
Mitwirkender

+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.