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.

29 Replies
Tickford
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%.

 

civey
New 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. 

jfhamel
New Contributor

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

 

We need it ! 

cmyers
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!

bpalabre
New Contributor

Yes, I think this feature is super important !

 

Thanks.

madebyoomph
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.

Silvano
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. 

lerouxe
New Member

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
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