Tax
Tax Settings lets you configure the company-wide default tax rate applied to all deals in your price-controlled pricing.
On this page
How it works
The tax rate is calculated as: Subtotal × (Tax Rate / 100) and appears automatically in quotes, invoices, and order forms. Sales reps can override this rate for specific deals if needed.
How to set your tax rate
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Go to Settings
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Enable Price Control and click Configure Price Control
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Open the Tax tab
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Enter your company tax rate as a percentage (e.g., 10 for 10%)
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Click Save Changes
Notes
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This is the default rate applied to all deals — individual deals can be overridden by sales reps if needed
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The tax rate is displayed in all generated quotes, invoices, and order forms