Account Taxes and Quotes

[Support Team]

RangerMSP User Question*

We have Tax1 applied and the item is already setup with the proper taxes. However the tax does not come up on the quote.
How I make sure that the customer’s account is taxable? I don’t see anywhere in the accounts where I can set taxes.




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

[Support Team]

Answer
For each customer Account the relevant Tax/es that should be applied to it should be selected under Account's Details tab:

/forum_images/set_account_taxes.png


If needed - you can batch-apply Tax/es to existing Accounts:

/forum_images/batch_update_account_taxes.png


And finally you can define default Tax settings for NEW Accounts under Tools > Options > Accounts tab:

/forum_images/set_default_tax_for_new_accounts .png

In you have existing open Quotes you should select the following option in order to refresh/recalculate taxes for the quote after configuring everything Tax related:

/forum_images/refresh_quote_taxes.png