Lesson 3. Tax Rates

Adding tax is not required, but if you would like to capture and use tax information you can add it under tax rates in the user site, advanced settings.


  • Understand how to set tax rates and how taxes function with products settings and proposals. 


Steps or key points:

  1. In products make sure that applicable products have the checkbox for tax filled in.
  2. Set your tax in Tax Rates section of advanced settings.
  3. Double check your workflow in your proposal. 


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