Sales Hub Tools

ahart-dovetail
Member

Is there any way to set up a product as non-taxable?

When I create a quote (or import quote into PandaDoc), the tax line applies tax to every product / line in the quote.  Labor and shipping are two classes of product/service that are not taxable.

I have a manual workaround, but the point is to make things automated and not create more work.

Is there a way to create/edit a product to be non-taxable?

Thanks!

2 Replies 2
webdew
Guide | Diamond Partner
Guide | Diamond Partner

Is there any way to set up a product as non-taxable?

Hi @ahart-dovetail ,

When I am creating a quote, after adding the line item, it gives me the option to add tax but doesn't add tax on its own. Can you provide a screenshot/small loom video to share the issue.

Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regard.

0 Upvotes
ahart-dovetail
Member

Is there any way to set up a product as non-taxable?

I suppose my question is more about the fact that tax is manual, and it would be so nice if it were automatically calculated like the rest of the quote. We use another platform that imports the HubSpot quote, but the tax is always wrong. So the ability to set some products as non-taxable during the setup process would be helpful! Thanks so much.Screenshot 2021-12-29 091741.png