Sales tax in Puree is simple once you understand two things: you choose inclusive or exclusive in your settings, and Puree calculates the tax once on the order subtotal — not on each line item. That second point is what trips most new users up.
Set It Once in Settings
In Settings → Account you set three things: whether your prices are inclusive or exclusive of tax, your tax rate, and the name of the tax (e.g. GST, VAT, Sales Tax). That's it. Every new quote you create from then on uses those settings.
Don't Bake Tax Into Your Line Item Prices
The biggest mistake new users make is trying to do the tax maths themselves on each item — entering an item price like $6.56 or $9.31 because they've back-calculated it from a target inclusive price. You don't need to do this. Enter clean, round prices on your items — $7.50, $10.00, whatever the figure actually is — and let Puree handle the tax at the bottom of the order.
If your prices are exclusive, the line price is the pre-tax price and tax gets added at the bottom of the quote. If your prices are inclusive, the line price already contains tax, and Puree shows the tax component as part of the total. Either way, the tax line on the quote is calculated against the subtotal — not summed up from each item.
Each Order Remembers Its Own Tax Settings
When you create a new order, it copies your current tax rate and inclusive/exclusive setting from your account — and then it keeps them. If you later change your tax rate in Settings → Account, or switch from exclusive to inclusive, existing orders are unaffected. Only new orders pick up the new settings. This means a quote you sent six months ago will always show the same tax figure it showed when you sent it.
Questions? Reach out to us at email@puree.app.