Before you can add VAT to your estimate transaction, you’ll need to ensure the VAT feature is enabled in your QuickBooks account.
Once you’ve turned on tax fields, they’ll automatically show up on your estimates. Here’s how to use them:
- Click + New, choose Estimate, and fill out your customer’s info like you normally would.
- In the line items, use the Tax/VAT column to select the correct rate for each service.
Use the “Amounts are” dropdown to decide whether your prices are Exclusive (QuickBooks adds the tax on top) or Inclusive (the tax is already included in the price).
If you have additional questions or concerns, feel free to leave a comment below.
