When the ‘Calculate Tax’ button is clicked, tax is calculated for the selected quantities on all required items, including selected freight:
If anything changes on the estimate/quote that effects pricing such as, selected quantities, required items, items added or deleted, product price updates or freight changes, tax must be recalculated.
The ‘Calculate Tax’ button will reset and must be clicked again to bring back the updated tax figure.
When a change is made that effects pricing, users must wait until prices have updated before accepting the estimate/quote. A tooltip will appear above the ‘Complete Order’ button:
Also, if the quote is versioned or copied, tax will need to be recalculated on the newly created quote.
By default, tax does not need to be calculated for a quote to be accepted. There is a back-end setting that makes tax calculation a requirement to accept an estimate/quote.
This setting is known as Require Uncalculated Tax to be Calculated before Checkout.
This setting can only by accessed by printIQ support staff.