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Showing summaries by different tax rates

Add a tax summary table to your PDF template to show each tax rate, its net total and its tax value on quotes, jobs and invoices.

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When you need to show how the different tax rates have been summed up on a quote, job or invoice, you can use a tax summary table. This is simply a table in your PDF template with the following tags:

Template table with {TaxSummary} header and Tax Rate, Tax Net, Tax Value columns using {ItemTaxName}, {ItemTotal}, {ItemTaxTotal} tags
  • {TaxSummary} tells the system this table is a tax summary table.

  • {ItemTaxName} is the name of the rate

  • {ItemTax} is the sum of the net values the rate has been applied to

  • {ItemTaxTotal} is the tax value calculated on the net at the rate

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