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  1. Quotes - Add sales tax lookup tool

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    12 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, rounding back we wanted to provide another update as work is moving along well for enabling auto sales tax in Quotes.

    We are aiming to have this available for you all the the next couple of months!

    I'll come back to share as this feature goes live.

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    Zach Hodge commented  · 

    Great to hear! Thanks

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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.

    Zach Hodge supported this idea  ·