Select the "Options" item to change the data of all the positions of the sheet you are currently working with at the same time. The menu that opens will include the following items:

"Taxes", "Discount", "Coefficient" and "Daily Discount".

Taxes

To add the amount of tax to the estimate, select the company from which it will be collected, and also specify whether you need to calculate the tax separately ("tax excluded"), or include it in the total amount of this estimate sheet ("tax included") by selecting the appropriate option in the "Methods of taxation" field.

Please note that if you select the accrual method "ax excluded", and in the "display" column - "hide", the tax amount will disappear only from the estimate on the monitor of your device – the tax will still be displayed in the commercial proposal.

Tax Calculation Methods

INCLUDED IN TOTAL (VAT included)

This method is used when your prices already include VAT.

Here, the amount paid by the client (“Total to Pay”) is equal to the estimate total (“Total”). You calculate VAT as the included part of that amount.

Tax = Tax Rate × “Total” / (Tax Rate + 100)

In this case:

“Total” = “Total to Pay”

Example:

“Total to Pay” = 10,000 (VAT included)

VAT 10% = 909.09

Net amount = 9,090.91

ADDED ON TOP (VAT excluded)

This method is used when your prices are VAT-exclusive.

Here, VAT is added on top of the estimate total.

Tax = Tax Rate × “Total” / 100

In this case:

“Total to Pay” = “Total” + Tax

Example:

“Total” = 10,000

VAT 10% = 1,000

“Total to Pay” = 11,000

ADDED TO FINAL AMOUNT (Service-based tax logic)

This method is used when the tax is calculated from the base amount but added on top using a specific formula (for example, certain local taxes or simplified schemes).

Tax = “Total” / ((100 / Tax Rate) – 1)

In this case:

“Total to Pay” = “Total” + Tax

Example:

“Total” = 10,000

Tax 10% = 1,111.11

“Total to Pay” = 11,111.11

INCLUDED IN PRICE (Tax from revenue)

This method is used when tax is calculated from the total revenue received, while the client pays a fixed agreed amount.

Tax = Tax Rate × “Total” / 100

In this case:

“Total to Pay” = “Total”

Example:

Client pays 10,000

Tax 10% = 1,000

Net after tax = 9,000

Note

If you select the “Added on top” method and hide tax display, it will be hidden only in the estimate view on your screen. It will still appear in the client quote.

Discount and Coefficient

The items "Discount" and "Coefficient" are identical to those that are located in the lower right part of each estimate sheet (see the item "Coefficient" and "Discount" above in the "Estimate" section).

Daily discount

The daily discount is the one that can be set for a certain period. To add it, you need to:

1) Click the plus sign in the appropriate section;

2) Next, select the type of product that the discount will apply to: equipment or service;

3) Select the dates on which the discount will be active;

4) Specify the discount percentage, or the cost increase coefficient.