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How to manage tax in proposals

If you aren't VAT registered or have clients where tax doesn't apply, you can manage tax rates in GoProposal. You can add multiple tax rates, set a default, and apply specific rates to individual services.

Written by Russell Henderson

Step 1 - Add tax rates

  1. Got to Configure and select Pricing Tool.

  2. Scroll to the Tax Rates section.

  3. Click Add New Tax Rate and complete the fields:

    • Tax Label: For example, VAT, No VAT, GST

    • Tax Percentage: For example, 20 or 0

    • What tax do you want to pass through to SBCA?: Select the rate you want to add

    • Pass through to Xero/QuickBooks: Select only if integrated

  4. Save the tax rate and repeat for any others you need.

📌 TIP: If you don't charge VAT, create a rate called No VAT at 0% and set it as the default.

Step 2 - Set your default tax rate

The default tax rate applies to all services unless overridden for specific items.

Step 3 - Apply a different tax rate to a service

  1. Go to Configure and elect Line Items.

  2. Click Edit Line next to the service.

  3. Go to the Pricing tab.

  4. Under Tax rate to use, select the required rate.

  5. Save the line item.

Repeat for any other services that need a different tax rate.

Step 4 - Check your changes

When creating or editing a proposal, click Calculate to confirm the correct tax rates apply.

See also

Create a proposal

Configure line items

Configure pricing settings

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