I know this has been proposed many times before by other members, but I too would greatly benefit from being able to apply, modify, or remove tax on a line item level on quotes.
Product library entries should have tax properties saved, and then I should be able to apply tax to only the line items that I want at the quote/deal level.
Hello, community. I'm swinging by for what is my last update on this issue as I am transitioning the remainder of this rollout to @JKwock (he likes emails at jkwock@hubspot.com too). Remember, if you want to participate in this beta, submit the form. We'll get you in as soon as your usecase (based on tools used) can be supported!
Here's where we stand with this beta today - - LI taxes beta for Invoices is running. Invoices are one-time line items. Invoices with LI taxes do not sync to QBO yet. - The team is now scaling back to the other tools (subscriptions, quotes, payment links, deals, etc.) with support for recurring LI Taxes. That's the next big release. - The team is also now investigating auto-tax calculation through Stripe. We have to get this foundation out the door first, and we think that one will beta sometime in Q4/Q1, but those dates may change.
Thank you so much for everyone that has tested this out, provided feedback, and helped the team build this feature. I know we've still got a ways to go before we cross that finish line, but you're in great hands with Jason!
@xx-OAIM can you reach out to jkwock@hubspot.com about the decimal place issue please?
In the next couple of weeks, my team is going to start releasing line item level taxes in HubSpot Invoices, and we’re looking for beta testers. If you’d like to participate in the line item taxes beta please sign up here.
You’re a good fit for this round of the beta at this round if: 1. You’re using HubSpot Invoices
2. You do not have any accounting integrations installed (like QuickBooks or Xero).
Not a good fit for this round but interested in future rounds? Please submit the form anyways and let us know which of the tools you’re using. When we get to your set of tools, we’ll reach out again and get you enrolled.
The rollout is currently estimated in this order -
Invoices
Subscriptions - recurring revenue with line item tax
Payment links
Quotes & Deals
This is an early beta, but this is generally the functionality you can expect:
A new tax rate library in objects > products > tax rates. The library allows you to specify a tax type like VAT - IE and a % rate, say 20%.
New properties in the line items list that allow you to select a tax rate when you’re creating an Invoice.
An updated totals component that calculates the taxes and displays them in totals.
Full support for digital checkouts for commerce customers, including internal invoices for those payments with the tax information.
Please let me know if you have any questions. I look forward to speaking with you soon. Best Regards, Victoria Gumaer
Hi community, my team is actively working on this feature now and we need your help to get us over the finish line. If you have a few minutes and would be willing to chat with the design team on a few questions we have, or you'd like to sign up to be in the beta when we're ready, please drop me an email at vgumaer@hubspot.com. We'd love to chat!
Hi, currently we are only able to add tax to an quote. However, it would be great if we could add it to an individual product instead. The use case from a customer is that some of the products on a deal only incur tax in certain countries, and not in others. Hence, the customer suggested that it would best if it can be controlled at both the product and quote level.
That's correct, some of our products are exempt from tax (GST) in Australia for private clients, but do incur tax for business clients, or for private clients in New Zealand. So I'm struggling to find a way to use the HubSpot quotes system for our private clients. A workaround suggested by the team was to calculate all prices to already include GST, but that doesn't work because we sell these same items in both Australia and New Zealand, and the tax rate is different. This workaround would require we enter each of these products three different times (for private AU, for private NZ, and for businesses AU). If we could just specify at the line item / product level that the item is exempt from tax, that would be the BEST solution. 🙂
I agree with this as we need to apply different taxes to recurring as opposed to our one time charges. This really keeps us from using the software as intended.
I agree with this as well, our clients have different taxes for their products, so now they have to manually calculate their total tax amount, so that it can be included within the quote. This prefents them from using the tool as intended, since it was implemented to fasten her workflow.
We are surprised that this option is not included as standard. Customers are anything but happy about this. Just isn't logical that it isn't fixed yet. So please do.
I'm also surprised that there's not a setting to make all products Taxable or Non-Taxable. My company sells both goods and services, this lack of functionality makes all quotes innacurate and renders this function nearly useless without a cumbersome workaround. Quotes is a key feature that prompted us to upgrade to Pro and I'm very disappointed this functionality isn't present in a tool of this cost / caliber.
I was wondering that it would be great if I can set tax for each line items instead of overall items when creating quote. I'm not sure wether there's a way that I can just create a custom product property then add the custom product property in the column of the quote so that when I key in the amount in the custom product property the line item will calculate the custom product property with the line items in the quote.
With HubSpot's desire to be a part of so many of culture's sales places it is so very needed for us to be able to do such a thing. Honestly, this is one of the things that is keeping HubSpot from being a true multi-industry leader. Think of this. We can sell with your tool but can't bill properly with your tool. This is wrapping our hands up to have to use other tools to secure our deals. Furthermore, you guys just released Payments and we can fully commit to payments bc your billing portion is a bit limited. This needs to change asap.
We desperately need this. Because this feature is not available, our sales rep have to create 1 quote per VAT type for the same order (otherwise the only way would be for them to calculate VAT manually).
My company requires individual tax values / editing for each line item in quotes. Until this is addressed I'll be forced to use a different software platform for quoting and invoicing. The lack of this ability in quotes is such an unexpected, inconvenient and disappointing surprise.
We are unfortunately stuck with Hubspot quotes/invoicing. We absolutely need to add different VAT per product. Hubspot only offers a single VAT for the entire quote. I imagine that many companies have already had this problem. How to do ? Is there a trick in Hubspot to add a column that calculates this VAT? Is there a third-party integration that would allow you to have quotes with different VAT on the products? Thanks for your help !
We need to show the different VAT % on the quotes and invoices. We can (of course) manually calculate the total amount of VAT per quote. But in order to deduct VAT, our customers need to have the VAT split per (at least) VAT % category. Please fix this asap.
It would be great if we could have the Product in the Product Library to be split out into the Unit Price and the Tax. Subsequently, when this is added as a Line Item to a Quote it shows the breakdown likewise. This is unlike currently where Discount, Fees, and Tax are added as a manual write-in Option which is not ideal because when Products are synced over by other Third-Party App/Integration like Chargebee the Total Price = Unit Price and Tax, these cannot map 1:1 to HubSpot which means that the Unit Price in HubSpot needs to take out the Tax first and then manually add it back when adding the Quote which leads possibly to loss of efficiency and room for error.
Another helpful modification to this idea is to be able to specify whether a one-time fee is taxable or not. We like to put freight costs as a one-time fee, but we don't include those in the taxable amount.
So if we also have a one-time tax added, we cannot use the % to calculate it since it also uses the one-time fee. Perhaps there could be a checkbox next to all product lines and the one-time lines to specify whether that line is taxable.
