Overview
Maintain reusable tax rate choices for sales quote and order lines.
Main purposeMaintain reusable tax rate choices for sales quote and order lines.
Important areasTax name, rate percent, description, active status, edit and delete actions.
Business valueConsistent tax rates reduce manual entry errors on customer documents.
Where To Find It
Common Path: Setup > Product and Pricing > Tax Rates
Exact access can depend on your QCRM role. If the menu item is not visible, ask an administrator to review your permissions.
How It Works
- Administrators create tax rate rows with a name and percentage.
- Active tax rates become available on quote and order line tax selectors.
- Tax percentages must be between 0 and 100.
Main Areas
| Area | What It Is Used For |
|---|---|
| Tax form | Creates or edits one tax rate. |
| Tax table | Shows existing rates and actions. |
| Active toggle | Controls normal availability. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| Name | Tax label shown to users. | Use clear labels such as VAT 5% or Exempt. |
| Rate % | Numeric tax percentage. | Enter values carefully. |
| Description | Optional explanation. | Use for special tax rules. |
| Active | Whether users can select the rate. | Deactivate when no longer used. |
Recommended Workflow
- Open Tax Rates from Setup.
- Enter the name and rate percentage.
- Add a description if users need context.
- Keep Active checked when the tax should be selectable.
- Save and test on a quote or order line.
Best Practice
- Use one official naming format for all tax rates.
- Keep zero-rate or exempt options clear so users do not confuse them with missing tax.
- Review tax setup before go-live or before a rate change.
Troubleshooting
- If a tax does not appear on a sales document line, check active status.
- If a rate is rejected, confirm it is between 0 and 100.
- If old documents used a retired tax, preserve the old rate for history or follow company policy.
FAQ
Can I delete a tax rate?
Only if your role allows it and history is not affected. Deactivation is usually safer.
Does tax setup calculate totals automatically?
Sales document lines use the selected tax percent to calculate line and document totals.