Skip to content
Quotivity Help Center

Setting up automatic sales tax

How tax lands on a Quotivity quote — HubSpot tax rates, line-item tax fields, and one-time tax rules.

Overview

Section titled “Overview”

Quotivity does not have a Settings → Taxes page or an Enterprise toggle named automatic sales tax. Tax on a quote comes from HubSpot’s tax rates and line-item tax fields, plus any Add One-time Tax Quote Rule you configure.

Whether HubSpot auto-calculates tax for your portal is part of that HubSpot setup, not a Quotivity plan gate. Confirm tax behavior on a test quote rather than assuming it is included or excluded by Trial, Pro, or Enterprise.

This article has no Studio screenshots — there is nothing to turn on in Quotivity Studio for a global tax switch.

How tax appears on a quote

Section titled “How tax appears on a quote”
  • HubSpot tax rates — HubSpot can apply tax to line items using the rates configured in your portal. Quotivity reads those amounts onto the quote.
  • Line-item tax fields — reps and rules can set tax on individual line items where your HubSpot properties allow it.
  • Add One-time Tax rules — a Quote Rule can add a one-time tax (percent or fixed) when conditions match. That outcome is Enterprise (and Trial); it is also on Legacy Pro. See Adding discounts, fees, and taxes.

Prerequisites

Section titled “Prerequisites”
  • An Admin role if you are changing Quote Rules
  • Access to HubSpot tax-rate settings if you need portal-level tax calculation

Steps

Section titled “Steps”
  1. Confirm HubSpot tax. In HubSpot, check that tax rates (and any automatic tax calculation you use) are configured the way you expect for the products and regions you quote.
  2. Review a test quote. Add products in Quote Builder and confirm tax appears on the line items and totals.
  3. Add a one-time tax rule if you need extra handling. Create a Quote Rule with the Add One-time Tax outcome for cases HubSpot rates do not cover — for example a surcharge that should only apply in one region.

Tips

Section titled “Tips”
  • Pair HubSpot tax with Quote Rules when you need special handling — for example notifying reps about tax-exempt customers — alongside the standard calculation.
  • If tax is missing, check HubSpot rates and the product’s tax properties before looking for a Quotivity setting.
Section titled “Related articles”