Taxes on a quote

In the app: a quote → Tax

US and Canada

1. Tap Sales tax (US) or Taxes (Canada).
2. Choose the rate for where the job is. In Canada you can combine two, like GST 5% + QST 9.975%. Tap Add a rate for a new one, or No tax.

Taxable items get the rate. To leave one item out, open it and turn off Taxable.

Repair or capital improvement? In some states and trades this decides the tax, and the quote asks it under Type of work. A repair, maintenance or installation job is taxed; a capital improvement, like new construction, a full replacement or a remodel, isn’t.

Exempt jobs (US). Tap Exemption and choose why: capital improvement, resale, exempt organization or other. No sales tax is charged. Add a photo of the certificate the customer signed so it stays with the job.

UK, Ireland, Australia and New Zealand

If you’re registered for VAT or GST:

• Prices include VAT (or GST) says whether your prices already contain it or it’s added on top.
• Each item has its own rate. Tap an item to change it, for example to a reduced rate or No VAT.

If you’re not registered, the quote says so and charges none. You can change that in your business profile.

Rates

Your rates live in Settings → Tax rates. See Set up your tax rates.