Automatic calculation of TAX (VAT) when creating quotes

JD1

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
Status updated to: Delivered
Oct 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!

Status updated to: In Planning
Oct 9, 2019

41 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.