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  1. Quotes - Add sales tax lookup tool

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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.

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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  ·