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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, we're pleased to share that auto sales tax within quotes is now in beta!

    If you happened to miss our last update we'd love to extend the invite.

    • If you didn't quite get round to signing up last round add your details through our form here.

    We'll be back again in the new year, as this feature progresses further. 🙂

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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  ·