Quotes - Add sales tax lookup tool
The sales tax lookup tool is really nice to have on invoices. That function should be added to quotes. When I'm trying to quote a customer, that isn't an option (sales tax lookup). I have to select a pre-saved tax rate. Seems like it would be easy to add that.
Valley Sign
shared this idea
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Zach Hodge
commented
Great to hear! Thanks
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Dennis Seyersdahl
commented
I sat down with the quote team recently and they are working on this. I agree this is a hassle.
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Zach Hodge
commented
Hello,
Having auto sales tax calculation functionality on quotes would be such a big improvement. Currently we need to set up a "dummy invoice" and copy all line items and origin/destination details from the quote to generate a real, calculated sales tax value that can be manually added to the quote.
We could also change our quote template to include the disclaimer that sales tax calculations are approximated (and derive those estimates from best-effort manual sales tax codes), but I'd rather be as accurate as possible.