Display Sales tax on Quotes

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Alberto Riego

• December 09, 2020 21:09

How can I make show the Sales Tax from an Opportunity on the Quote? I need to display my Sales Tax on my Quote PDF that I send my customers. 

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  Halsey Sawyer

  • December 10, 2020 13:33

  Hi Alberto,

  In order to do this please start with an opportunity, add the products, click the calc tax button, and then create the quote. This will pull through the tax onto the quote as a separate line item. 

  Please contact our Support Team with any other questions!

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  Alberto Riego

  • December 10, 2020 18:29

  Thanks! I have done it and it now shows the tax total.

  I have setup HLP and I have a Tax Group with a State Tax and a Municipal Tax in the group, is it possible to display the state and municipal tax that are in that Tax Group separately on the quote?

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