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 Product Team
changed to: In Planning
Friday

Automatic calculation of TAX (VAT) when creating quotesHubSpot Product Team
changed to: Delivered
Friday

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!

38 Replies
PedroArrese
New Member

Totally agree.

 

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

 

 

Ricardobt
Visitor

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

Arne
Esteemed Contributor

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.

 

Maltonite
Occasional Contributor

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). 

EsaR
Visitor

Please add this feature with EU VAT checkup?

HubSpot Product Team
HubSpot Product Team
updated to: In Planning
 
cmyers
New Contributor

VICTORY!!!!!!!!!

 

Can't wait to have this implemented.

 

 

HubSpot Product Team
HubSpot Product Team
updated to: 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!