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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. 🙂

    An error occurred while saving the comment
    Felix Tarnarider commented  · 

    I sell to many zip codes, and having it on invoices is critical for proper billing and tax reporting. Having said that, I cannot have a "default" tax on quotes that is not accurate. It's a poor customer experience to see two different numbers for tax from quote to invoice.
    Due to our large matrix of zip codes it is a large burden for our team to quote properly but manually calculating tax on quotes. It removes the great feature on invoices since all the work was already done on the quote.
    Honestly, this should be a no-brainer to get done. If a fee is required by Avalara then at least make it an option for your customers.

    Felix Tarnarider supported this idea  ·