Setting up tax rates

Within the Qwilr Quote Block, you'll be able to store a library of country, state, and local taxes. Then you can choose which taxes to apply to each page 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, select Tax Library.

Step 2. You'll see any existing taxes you've already set up, and a link to Edit & manage taxes. Click that link to add a new tax.

Step 3. Click on the + to add a new item. That will pop up a new blank line for you to fill out 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 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 the Quote Block. Click on the arrow icon next to the line item you need to exempt. 

Enable the Tax Exempt switch to exclude that item from taxes. You'll need to take these steps for each item you need to exempt.

Showing the quote total with/without taxes

Once you've applied taxes to a quote, you can to change how the quote total looks. Click on the Total Settings icon (three dots) and enable or disable the switches for Show Tax Totals or Show Total Excluding Tax.

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