Taxes: required and optional rates

Add tax rates, mark up to two as required so they apply to every new quote, and see how tax-exempt items and optional taxes behave in the quote editor.

Intermediate 5 minOwner / manager, Office & admin staff· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /settings?activeTab=tax-settings, /edit/report/[reportId] · Guide last checked 2026-10-03

0 of 4 ticked · remembered in this browser

Preconditions

No taxes configured yet.

Steps

1. Open Tax SettingsDo: Go to Settings → Tax Settings.Expect: A list of taxes and "Add New Tax".Actual:
2. Add a taxDo: Click "Add New Tax". Enter "Tax Name *" (e.g. State sales tax), "Tax Rate (%) *" (e.g. 6.25) and tick "Required Tax" if every quote must include it. Save.Expect: The tax appears in the list with its rate and Required flag. At most two can be required.Actual:
3. See it in a quoteDo: Open a new proposal's Quote Details and look at "Applied taxes".Expect: Required taxes are listed and flagged "Required"; optional ones can be added from the list.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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