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  1. AutoTax feature on repeating invoices/quotes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Marcus Holden commented  · 

    Has there been any update or decision regarding the addition of AutoTax functionality to quotes and the broader sales workflow? For businesses like ours, the ability to include accurate tax information at the quoting stage is essential for helping customers budget their projects effectively.

    Currently, the lack of this feature means we would need to manually enter hundreds of taxing districts, which significantly complicates our transition to Xero.

    Is there any roadmap or workaround for enabling AutoTax in quotes, recurring invoices, and sales orders?

    Marcus Holden supported this idea  ·