Proposals need to show pre-tax amounts
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Jim Manning
It is really important that the pre-tax amount is shown as the quoted amount on a proposal, or at least that this is an option to toggle on. The pre-tax amount is set by the firm, and the sales tax, which is mostly refundable in Canada and many other jurisdictions, is not within our control and could change, so it doesn't make sense for it to be lumped in to the proposal price. Plus, it is not even a real cost to the client as they get it refunded to them, so it makes proposals overstate the cost of the service.
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Amanda Aparicio
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We've added an option under
Billing > Settings
where you can choose to show pre-tax values on proposals! You can also modify the behavior on a proposal by proposal basis.Photo Viewer
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Lindsey Denson
100% on this… I advise all of my clients to prepare their estimates without sales tax or have a disclaimer that the amount is subject to sales tax updates at the time of the invoice.
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Owen Tulk
exactly. I have explained all of this to them and there probably is a request in the roadmap already somewhere on this