Tax Amount per line item as an option in Sales Quote

The Sales quote is also showing the tax amount per line item on printed docs.
Can this be made as an option in the sales quote form itself? (just like “new layout” in sales invoice)

Why is tax amount showing on individual lines not desirable?

@bharatkk, I share @lubos’s question for situations where tax will be applied. Why would you not want your customer to know this information? Nevertheless, if you do not want to disclose it, simply leave the tax code(s) off the entry form. Then add them if the quote is copied to a sales order or sales invoice. Since they are on a sales quote, they have no financial impact one way or the other.

Its not that its not desirable, but a choice between line item and tax amount below the total can be left to the user. Also, tax amount per line messes with the layout when item descriptions are long. A choice like “new layout” would be nice.

@bharatkk please check the latest version. It has new checkbox that allows to specify whether tax amounts should be shown on individual line items or not.


thats great! thanks

hope same for tax name column too
Please that will help all pepoles
or check box for both tax name and amount
Please please …

I fully agree with you @Alaa_Elshindidi.
My clients goal is to only show the nett prices on the quote, in order to avoid any confusion on the part of the customer.
Therefore, the quotations never showed the VAT amounts, and through a custom field in the text it was mentioned that the prices were exclusive of VAT.
At this moment the VAT amount column can be “removed” but the VAT percentage column cannot.
This is indeed very confusing for the customer, are the prices including VAT or not, the customer will wonder.
Hereby the request is to also let the VAT percentage column appear or not by means of a selection field.

If you don’t want sales quotes to include or display VAT, don’t select a tax code. Add the code when you create a sales invoice.

Your custom field already says the quote excludes VAT, so you should actually exclude it.

@Tut You are right.
The disadvantage of this method is that when copying the quotation to sales order or invoice the user needs to be aware that the VAT code is still entered.

That is true, @ries. But it is also true if you first enter VAT on a sales quote. So there is no additional work and just as many opportunities for mistakes. Personally, I would not like to receive a sales quote with all mentions of tax hidden, only to discover upon receiving a sales invoice that my cost was 10, 15, or 20% higher than quoted. That would be especially true in a country where prices are typically quoted as including VAT.

But that is my personal preference. Meanwhile, no changes to the program are needed to eliminate tax information from sales quotes.

I wonder, why is the VAT percentage column still visible then? I just don’t get it.

But what is more important, I guess there will be no adjustment. Too bad. Perhaps it is possible to realise the customer’s wishes with custom themes. We shall see.

If no tax codes are selected, it won’t be. Here is a portion of a sales quote where no tax codes were selected on any line items:

That was clear from the start. I just cannot follow the reasoning that you can “switch off” the VAT amount column but not the VAT percentage column. Why not both?
Nevertheless, I am now going to focus on a solution using custom themes, even though the way using custom themes is not exactly blissful.

I happen to agree with you on that. But I don’t think the change was necessary in the first place. It just adds complexity to a transaction form to solve a problem that I don’t think existed.

I see this as a problem when

  • Amounts are tax inclusive in unchecked
  • Hide total amount is checked
  • Show tax amount column is unchecked

This creates confusing layout where Tax Code is shown but has no meaning because Tax Amounts are added in the total section which is hidden because Hide total amount is checked.

So I guess if these 3 conditions are met, then Tax Code could be hidden automatically. If any of these conditions are not met, then Tax Code column is appropriate to show.

This situation can happen on sales quotes only. Other forms do not have ability to Hide total amount.

When tax code is selected, it shows the tax percentage column and below the sub total it shows the tax amount and then the final total. whats wrong with that? it just means that the item is subject to tax.
there is already an option for tax inclusive which also indicates in the total.

when the tax amount column is selected see the layout

and when the tax amount column is not selected, see the layout

i give importance to the layout as it should be easier for my customer to read.
when at the bottom line the tax amount is added to the sub-total, thats all that matters.

What if one of your items are subject to different tax rate other than VAT 5% ? Then you need to show which lines are actually subject to VAT 5% and which are not. So the tax code column in that case would be justified. Do you agree?

1 Like

yes agree.