You've outlined and set up your fees. Now you need to show the taxes that will be applied. Follow the instructions below to add a tax to your proposal.

Adding A Tax

To add a tax to your table, click inside of the table until you see a blinking cursor. Any row, header or footer cell is fine. From there, click the "Add Tax" button found in the right-hand menu: 

This will add a tax row to the footer of your table. Add the name of the tax, then the tax percentage and click "update": 

The tax row will automatically calculate the correct percentage and add that price to your subtotal. 

Removing a Tax

To remove a tax, click on the tax once it has been completed. A trash can will appear to the right of the row:

Click on that trash can and the row will be deleted.


Why Does My Tax Not Show In My Total Footer?

We don't include the tax in the pipeline/proposal value because generally people don't want to show a bigger number to their clients. It also inflates the sales pipeline come tax season.

We'll be adding a feature in the future to support choosing to show that in the proposal value. 


See Also: Adding A Discount To Your Fee Table

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