Once you've added line items to a quote or quote template, you have the option of adding taxable service charges and taxes to some or all line items.
Adding Taxable Service Charges
✓STEP ONE: To add service charges to which you have the option of adding tax, scroll down towards the bottom of the quote, then click on the gold +svc tax link.
✓STEP TWO: Next, update the service charge percentage.
✓STEP THREE: Then, click on the $0.00 that you see, just to the right of the service charge percentage you just added. This will open a menu that includes all the line items included in this quote, where you can select the line items that should be charged at this rate. We'll automatically calculate the service charge on these items for you and add the amount to your quote based on the minimum amount due. This will change based on your clients choices on the quote once they have viewed it and made their selections.
You can also add other percentage based taxable fees in the same way, just follow these same steps, and click on the word Service Charge to change as needed.
Adding Taxes
To add taxes, scroll down towards the bottom of the quote, then click on the gold +add tax link.
Next, update the tax rate / percentage.
Pro Tip: You can click on the word "tax" to edit the tax name/title to provide more context for what each specific tax is in reference to, which is especially helpful if you are applying more than one tax on an invoice.
Because our tax reports tally each tax based on title and rate (%), be sure you are naming each tax exactly the same on all of your invoices. For example, if you name a tax "Hawaii General Excise Tax" on one invoice and "Hawaii GE Tax" on another invoice, our reporting system will report on these taxes as separate taxes.
Then, click on the $0.00 that you see, just to the right of the tax rate you just added. This will open a menu that includes all the line items included in this invoice, where you can select the line items that should be taxed at this rate. We'll automatically calculate the service charge on these items for you and add the amount to your quote based on the minimum amount due. This will change based on your clients choices on the quote once they have viewed it and made their selections. Note you can also tax service charges in addition to all the line items.
You can also add other percentage based fees, such as delivery or set up fees in the same way, just follow these same steps, and click on the word TAX to change as needed.