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  1. Quotes - Add sales tax lookup tool

    12 votes

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    11 comments  ·  For small businesses » Business features  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we're really grateful for your insight into how you use and apply sales tax when trading with customers. Our team have found this very valuable as we continue to develop auto sales tax across other areas of Xero.

    With that in mind, our team have been working on auto sales tax within quotes and would love to get your feedback on it. If you'd be interested in signing up to our beta please share your interest through this form✍️ and we'll be in touch over the next couple of weeks. I'll return once our team have evaluated the outcomes and we have more progress to share.

    Valley Sign shared this idea  · 

  2. Quotes - Make tax rate and account code mandatory

    18 votes

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    10 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate different businesses operate differently when setting up and approving deals. Some businesses specifically leave off detail from quotes for their own circumstance too. 

    Imagine this'd need to be an optional org setting, and not something we have plans for right now but we'll get a sense of the interest here. 

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    Valley Sign commented  · 

    You should include the sales tax look up tool for quotes, like you do for invoices. This would make things a lot easier regarding sales tax and quotes.