Skip to main content

Calculating a USA tax code on a quotation

Zigaflow will use the ZIP code to give you the correct tax code for your customer

1. Click on the cog

Click on the cog

2. A. Select 'Financial Settings'

B. Click on Edit

Step 2

3. Tick to switch on 'USA Sales Tax'

Tick to switch on 'USA Sales Tax'

4. Click on Save Changes

Click on Save Changes

5. A. Within a quote, select the customer

B. Make sure you have a delivery address

Step 5

6. A. Click on the 'Apply' button

B. Click on - USA Sales Tax

Step 6

7. The system takes the ZIP code from the delivery address, although you can enter it instead.

The system takes the ZIP code from the delivery address, although you can enter it instead.

8. Click on the tick to apply.

Click on the tick to apply.

9. The code is set on all the items on the quote.

The code is set on all the items on the quote.


Did this answer your question?