How do we go about setting up tax defaults for specific clients, so that all quotes prepared for that client automatically default to a tax category instead of manually selecting it for each quote prepared?
Question
Tax exempt for specific clients
+1
+2- Rocketeer
Hey Sebastian,
Currently it’s not possible to default tax categories to clients or contacts. A template can be set to be taxable or not. Otherwise tax defaults must be chosen at time of quote creation.
Now that we have Client Records in Quoter, it’s a more reasonable lift for us to add tax defaults to clients in Quoter. That’s not a promise - but something I’m exploring with our product team :)
Best,
Shay
+1Hey Sebastian,
Currently it’s not possible to default tax categories to clients or contacts. A template can be set to be taxable or not. Otherwise tax defaults must be chosen at time of quote creation.
Now that we have Client Records in Quoter, it’s a more reasonable lift for us to add tax defaults to clients in Quoter. That’s not a promise - but something I’m exploring with our product team :)
Best,
Shay
Thanks, Shay. Perhaps the simplest option would be to allow for fetching tax categories from the ConnectWise Manage Company database for the company the quote is being prepared for?
+2- Rocketeer
We actually had this feature enabled a year or two ago, but it caused a whole lot of downstream syncing issues with CW that we were forced to turn it off.
Sign up
Already have a ScalePad Community account? Sign in
First-time visitors:
- Open another browser tab
- Sign in to https://app.scalepad.com
- Return to this tab and sign in
Sign in with your ScalePad Hub account
Sign in to the ScalePad Community
First-time visitors:
- Open another browser tab
- Sign in to https://app.scalepad.com
- Return to this tab and sign in
Sign in with your ScalePad Hub account
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.