Item Sales Tax

[Support Team]

RangerMSP User Question*

I am trying to set up items (under charges) and use them in the quote tool. I set up sales tax, enter the amounts but it seems to never apply anywhere in the quotes.


--
* Question received by email and shared here for the benefit of our users.

[Support Team]

Answer

Tax will only be calculated when the Item is Taxable and the Account has tax/es set to it (under the Account Details tab).

This is true both for Charges and Quotes.

After setting the tax/es for the relevant Accounts, tax amounts of existing Quotes can be refreshed from the specific Quote details Window - Under the Quote menu select the Refresh & Recalculate Taxes for Quote option.