Taxes and Charges

You can add a Shipping Rulearrow-up-right here for the items in the quotation. To add taxes to your Quotation, you can select a Sales Taxes and Charges Templatearrow-up-right or add the taxes manually in the Sales Taxes and Charges table. The total taxes and charges will be displayed below the table. Clicking on Tax Breakup will show all the components and amounts.

Taxes in Quotation

Tax Category arrow-up-right

Tax category is linked to Tax Rulearrow-up-right. This Tax Category can be assigned to a Customer, so when that customer is selected, the Tax Category will be fetched. This will fetch the Sales Tax Template linked to the Tax Rule. Hence, the rows in the Tax table will be automatically filled. Tax Category can be used to group customers to whom same tax will be applied. For example: Government, NGO, commercial, etc,.

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