How to add taxes to your proposals

Save your taxes once, then add them to any proposal in a couple of clicks. You can save as many as you need, for example VAT, GST or a local sales tax.

Save your taxes

  1. Go to Settings › General Settings.
  2. Scroll down to Add tax to your proposals.
  3. Click Add new tax. The New tax pop-up opens.
  4. Enter a Name (e.g. VAT) and a Percentage, then click Save.

General Settings with the saved taxes and the Add new tax button

The New tax pop-up with a name and percentage

Your tax now shows in the table. You can add several taxes; some countries use both a positive and a negative tax. To remove one, click the … menu next to it and choose Delete Tax.

Add a tax to a proposal

Saved taxes aren’t added to proposals automatically. To add one:

  1. Open the proposal in edit mode or preview.
  2. Click the Settings button at the top.
  3. Under Add tax to the proposal, tick the taxes you want.

Add tax to the proposal in the proposal Settings panel

The change saves straight away and the tax shows up in the proposal’s total.

Need a tax just for this proposal? Click Create new tax under Add tax to the proposal, enter a name and percentage and click Save. It’s added to this proposal only, not to your saved taxes.

Changing or deleting a saved tax later doesn’t change proposals you’ve already added it to.

If you have any questions, just ping us below. We’ll be happy to help!