Tax inclusive or exclusive pricing

Sets whether new quotes and invoices treat typed prices as tax-inclusive or tax-exclusive when tax is enabled.

Use this setting to make price entry and customer display consistent with the business's tax configuration.

Before you start

Availability: Free plan and above. Enabled business features, role permissions, connected providers and supported devices may add requirements.

Documented roles: Owner, Office. A role name alone does not override the permissions set by your business.

Where to find it: Settings > Business Settings > Documents > Tax display.

Confirm the business tax setting and the intended inclusive or exclusive treatment before entering prices. Use the rate applicable to the actual transaction.

The theme's tax-inclusive display option is selected in this example. Display settings and the business's tax registration and rate are separate decisions.
Demo screenshot. The theme's tax-inclusive display option is selected in this example. Display settings and the business's tax registration and rate are separate decisions. Select the image to view it at full size.

Step by step

  1. Open Business settings > Documents at /group-settings?tab=documents.
  2. Confirm the business tax setting is on in the business/accounting settings if the business is registered.
  3. Edit the active document theme and choose whether customer prices display tax-inclusive or tax-exclusive.
  4. Create a quote or invoice and check the totals area before sending so tax is shown the way the business expects.

Worked example

For an illustrative 10% tax example, a $100 exclusive amount produces $110 inclusive. Confirm how the selected theme interprets a typed price, then inspect the totals rather than adding tax a second time.

This is an illustrative scenario. Use your own approved scope, quantities, rates and business rules.

Check the result

Review line amounts, tax and the final total together on a new quote or invoice. Check a known calculation before applying the setup to customer documents.

Limits and troubleshooting

The example rate is illustrative, not tax advice. A display preference does not establish tax registration or determine the treatment of every item; the business must confirm those settings.

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