Taxes
Tax is a setting of the estimate itself, not a separate calculation. The mode is called VAT, but Dead Point uses it for any tax charged as a percentage of the amount: VAT, GST in Australia and Canada, sales tax in the US. Set your country's rate and the client sees tax as a separate line.
Set up tax
Section titled “Set up tax”- Open the estimate and go to the Settings tab
- In the Tax policy section, set Tax mode to VAT
- Enter the rate in Rate percent, for example 20 or 7.5
- In Tax basis, choose Included or Excluded
- In Default fixed-cost tax behavior, choose Taxable or Non-taxable
To skip tax, set Tax mode to None. The basis and fixed-cost fields are then hidden, and a hint in the section says why.
On top or included
Section titled “On top or included”Tax basis says where the tax sits:
| Value | What happens | Example: rate 20%, work total 1000 |
|---|---|---|
| Excluded | Tax is added on top | 1000 + 200 = 1200 |
| Included | Tax is already inside the price and is carved out of it | 1000, of which 166.67 is tax |
Pick the one that matches how you quoted the price: "1000 plus tax" is Excluded, "1000 including tax" is Included.
Tax on fixed costs
Section titled “Tax on fixed costs”Effort is always taxed. Fixed costs have a choice:
- The default is set in the estimate settings: Default fixed-cost tax behavior
- For a single row, the Tax behavior field changes it: Inherit default, Taxable or Non-taxable
This way one estimate can hold a license without tax and work with tax.
What the client sees
Section titled “What the client sees”- Report page. Under the price it says "Including tax" with the tax amount, or "Excluding tax" if there is none. In the cost block, tax is a separate Tax line, and Total comes below it
- PDF. The cost block has Subtotal before tax, Tax and the total
Tax is calculated in the estimate currency, like all other amounts. For currency conversion see "Currencies and rates".