How to Turn on the Tax Column in Quotes

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Instructions

  1. Navigate to the Quotes page.
  2. Select New Quote or search for and select an existing quote.
  3. Scroll down to line items section.
  4. Select Columns and tick on the Tax Rate column.

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Note: If you don't see the Columns button above your line items, your account may not yet have the updated quoting experience. In that case, the tax rate column is already visible by default. Contact the Tradify Support team if you would like to enable the updated experience.

Additional Information

For more info on quoting Watch: How To Create a Quote in Tradify.

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