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Manage tax in proposals
Manage tax in proposals

How to manage tax labels in GoProposal and add, remove, or change the default tax rate used for your proposals.

Russell Henderson avatar
Written by Russell Henderson
Updated over 5 months ago

If you aren't yet VAT registered or have certain clients where tax doesn't apply to their proposals, then you will want to understand how to manage your tax rates in GoProposal.

The steps in this guide cover how to:

  • Add tax in proposals

  • Remove tax from proposals

  • Change default tax rate in proposals

Step 1 - Manage your tax rates

You can add as many different tax rates as you need into GoProposal. You can also set a default rate and apply different rates to specific services.

First, you need to add all of the tax rates you will need into your system.

  1. Click Configure.

  2. Click Pricing Tool-Set up.
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  3. Scroll down the page to the Tax Rates section.
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  4. Here, you want to add all of the different rates you may need to use. See Step 3 for steps on how to apply specific rates to individual services.
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    If you don't charge VAT, you will want to add a new tax rate called 'No VAT' at 0% and set this to be the default.
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  5. To add a rate, click Add New Tax Rate and fill out the following fields:

    • Tax Label - Type of Tax. For example VAT, No VAT, GST, Reduced Rate, VAT etc.

    • Tax Percentage - For example, 20 or 0

    • What tax do you want to pass through to Xero/QuickBooks? - Only select this when you integrate with these accounting softwares
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  6. Save your tax rate and add in any others you may need.

Step 2 - Set your default tax rate

The default rate you set applies to all service fees in your proposals, unless specified when following the steps in Step 3.
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Step 3 - Apply a different tax rate to a specific service

Certain services may be subject to a reduced tax rate or no tax and you can specify this for each service.

  1. Click Configure.

  2. Click Line Items.
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  3. Click Edit Line next to the service you want to alter the tax rate for.
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  4. Click the Pricing tab.

  5. Under Tax rate to use you can override the default tax rate and choose a specific rate to apply to that service.
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  6. Save the line item and follow the same procedure for any other services you need to apply different taxes to.

Step 4 - Check your changes

Once you save your changes, all of the new rates should apply when you create or edit a proposal and hit Calculate.

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