Tax

Tax Settings lets you configure the company-wide default tax rate applied to all deals in your price-controlled pricing.

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

1. Go to Settings

2. Enable Price Control and click Configure Price Control

3. Open the Tax tab

4. Enter your company tax rate as a percentage (e.g., 10 for 10%)

5. Click Save Changes

Notes

• This is the default rate applied to all deals — individual deals can be overridden by sales reps if needed

• The tax rate is displayed in all generated quotes, invoices, and order forms