Tax configurations

Kyle Racki

Updated June 17, 2025 16:38

Need to add HST, VAT, or other taxes to your pricing tables? The tax row type lets you add any kind of tax calculation automatically. You can set it as a percentage of your subtotal, a flat fee, or even hide it completely for certain clients.

Adding a Tax Row

Getting Started

Open your pricing table for editing
Look for the Totals Rows section in your table settings
Click the Add Row button (the plus icon)
From the Row Type dropdown, select Tax

Your new tax row appears at the bottom of your table, ready to customize.

Customizing Your Tax Settings

Change the Tax Label The row starts with a generic "Tax" label, but you can change this to match your needs:

Click on the tax row label
Type whatever you want: "HST," "VAT," "Sales Tax," "GST," etc.
The label updates immediately

Set Your Tax Rate Click on the tax amount field and you'll see three options:

Percentage Tax (Most Common)

Select Percent (%)
Enter your tax rate (like 15 for 15%)
The tax automatically calculates based on your subtotal

Flat Fee Tax

Select Flat ($)
Enter a fixed dollar amount
This amount stays the same regardless of your subtotal

Hidden Tax

Select Hide cell
The tax row disappears from the client view
Useful when you need to show different pricing to different clients

How Tax Calculations Work

Percentage Taxes When you use percentage tax, it calculates automatically:

Subtotal: $85,000
Tax (15%): $12,750
Total: $97,750

The tax applies to everything above it in your pricing table, giving you accurate totals every time.

Multiple Tax Rows You can add multiple tax rows if needed:

Federal tax: 5%
State tax: 8%
Local tax: 2%

Each tax calculates independently and adds to your final total.

Practical Tips

Common Tax Types

HST (Canada): Usually 13-15%
VAT (Europe): Typically 19-25%
Sales Tax (US): Varies by state, usually 6-10%

When to Use Flat Fees Flat fee taxes work well for:

Fixed permit fees
Processing charges
Regulatory costs that don't change with project size

Hiding Taxes Strategically Use the hide option when:

Different clients see different tax rates
You're showing preliminary pricing
Taxes will be determined later in the process

Quick Troubleshooting

Tax Not Calculating? Make sure you've selected Percent (%) from the dropdown and entered just the number (15, not 15%).

Wrong Tax Amount? Check that your tax is calculating from the right subtotal. Taxes apply to all rows above them in the table.

Need Multiple Taxes? Add separate tax rows for each tax type. They'll stack up and calculate independently.

Related Resources

Adding taxes to your pricing tables keeps everything transparent and professional. Your clients see exactly what they're paying, and your totals calculate automatically.