Setting up tax rates

Customizing tax options for your quotes

In Qwilr, you can store a library of country, state, and local taxes. Then you can choose which taxes to apply to each quote you create.

Adding and editing taxes

Step 1. Head to the top left corner of any Quote Block, and click the Block Options icon (3 dots). From there, choose Tax Library.

Step 2. You'll see Qwilr's default taxes (GST, VAT, and California State Sales tax), which you can edit or delete.

To get started, click the Edit & Manage Taxes link.

Step 3. Click on the + icon to add a new tax. That will pop up a new blank line for you to fill in with the tax name and percentage. This name will be visible on your quote. Click Done to save the tax.

From the same library, you can also edit any existing taxes. Just click on the field that needs to be updated. Click Done to save the changes.

Deleting taxes from your library

Within your tax library, hover over the name of the tax you want to delete. A trash can icon will pop up. Click on that to delete the tax from your library.

Enabling taxes for the whole quote

Once you've added your new taxes, head back to the top left corner of your Quote Block. Click the Block Options icon again and enable the switches for the taxes you want to use. Any tax you've enabled will be included in your quote.

Exempting an item from taxes

If you have certain items that should be excluded from taxes, you can do this in any quote section.

If you're using a Table quote format, click on the Line Item Options icon next to the line item you need to exempt.

From there, choose Properties then enable the Tax Exempt switch. You'll need to take these steps for each item you need to exempt.

If you're using a Plan card quote format, you can also exempt any card from taxes. Head to the top right corner and click the pencil icon. Then choose Properties, and then enable the Tax Exempt switch.

Showing the quote total with/without taxes

Once you've applied taxes to a quote, you can change how the quote total looks. Click on the Total Options icon, then choose Tax.

From there, enable or disable the switches for Show Tax Totals or Show Total Excluding Tax.

Got questions? Our Support Team is here for you at [email protected].