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      2. Estimating
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      How do I add sales tax to my estimate?

      In this article, you will find information on how to add sales tax to your estimate.

      Overview

      You can apply Sales Tax to your estimate to ensure accurate pricing for your client. The tax is added as a percentage but will not appear in the estimate table—it will only be included in the PDF export, while the XLSX export will show net prices without tax.

      How to add sales tax

      Click ‘VAT’ above the estimate table (see image for reference). Enter the sales tax percentage you want to apply. 


      The tax will be calculated and included in the total when generating the PDF quote, while the XLSX export will display net prices.

      Note: Sales tax is not shown in the estimate table and is only reflected in the PDF export.