How To Remove Tax Calculations (e.g. VAT, GST, Sales Tax) From All Sales Quotes (At A Company Level)
In some cases, businesses may not need or want tax calculations included in the sales quote totals. This can be done at a template and individual level, however if the tax calculations are to be removed from all sales quotes, follow the steps below to set this at the company level.
From the QuoteCloud Dashboard, go to Configuration > Company Settings.
%2520from%2520all%2520Sales%2520Quotes%2520(at%2520a%2520Company%2520Level)%2F2022-10-24_09h18_45.webp&w=3840&q=100)
Direct to the Pricing Table tab at the top of the options.
%2520from%2520all%2520Sales%2520Quotes%2520(at%2520a%2520Company%2520Level)%2F2022-10-24_09h28_37%2520(1).webp&w=3840&q=100)
The Tax Information toggle will most likely appear green, showing that the tax calculations are enabled.Â
%2520from%2520all%2520Sales%2520Quotes%2520(at%2520a%2520Company%2520Level)%2F2022-10-24_09h19_13.webp&w=3840&q=100)
To disable the tax functionality, simply click the Enable Tax toggle switch so that it appears only white and the 'Label' and 'Percentage' fields disappear.
Ensure you scroll down to the bottom of the options and click Save before closing the window.
%2520from%2520all%2520Sales%2520Quotes%2520(at%2520a%2520Company%2520Level)%2F2022-10-24_09h19_20.webp&w=3840&q=100)
When viewing any sales quote from now on, the tax fields and calculations no longer show in any price tables and totals.
%2520from%2520all%2520Sales%2520Quotes%2520(at%2520a%2520Company%2520Level)%2F2022-10-24_09h21_37.webp&w=3840&q=100)
Related User Guide Topics
