Quotebird Help

Set up your tax rates

Add, change and archive the sales tax, VAT or GST rates you charge, and choose the one new documents start with.

In the app: Settings → Tax rates

Your country’s usual rates are added the first time you create a quote or invoice, so the list can be empty before that.

Add a rate

  1. Tap + (Add tax rate).
  2. Enter a Name, like “Sales tax” or “VAT”, and the Rate (%), like 8.25 or 9.975.
  3. Turn on Use by default if new quotes, estimates and invoices should start with it.
  4. Tap Save.

Change or archive a rate

Tap a rate to change it. Changing a rate changes the drafts that use it. Quotes and invoices you’ve already sent keep the rate they were sent with.

Tap Archive to stop offering a rate on new documents. Rates are never deleted: an archived rate stays on the drafts that use it, and Restore brings it back.

How tax works on a quote

  • US and Canada: you choose the tax for the whole quote, and each item is taxable or not.
  • UK, Ireland, Australia and New Zealand: each item has its own VAT or GST rate, and you choose whether prices include it. If you’re not registered for VAT or GST in your business profile, none is charged.

See Taxes on a quote.

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