How do I add Sales Tax to a proposal?

Your company's Business to Business tax is included in the Calculated Sale Price. The Business to Business tax is entered in the Pricing Section in the Management Portal.

Some states require that the entire purchase price is taxed. This is the End User Sales tax.

End user sales tax is set by the app user in the Navigation Menu > App Settings. You are not limited to one end-user tax rate. Each user may build multiple tax rates and designate lines to display as line -items or as a total on the customer quote.  (Fig. 1)

The app user can customize the tax that is applied to a specific quote on the Signature Tab. (Fig. 2)

The tax applied will display in the Summary and Investment Summary section of the Customer quote. (Fig. 3)

Figure 1. App User Settings set up end-user Taxes & Fees

Figure 2. Customize the tax rate on the Signature Tab

Figure 3. Line-Item tax displays in the Customer Quote Summary and the Investment Summary