Choose whether prices include tax

Some businesses quote prices with tax already in them; others add tax on top. Spine lets you set the default for your business, and each line on a document can still go the other way.

Who can do this

Owners set the default in Settings › Tax. Anyone who can edit a quote, invoice, vendor bill or variation order can change it on a line.

Set the default

1. Open Settings › Tax — Open your account menu, choose Settings, then Tax.
2. Turn on Prices include tax by default — The helper reads “New quote/invoice lines default to tax-inclusive pricing. Each line can still override this.” Turn it off to add tax on top of prices.

The Prices include tax by default switch in Settings › Tax

The setting changes new lines only. Lines already on documents keep how they were priced.

What it does to a line

A line priced 115.00 with a 15% rate:

Setting	Net	Tax	Total
Prices include tax (on)	100.00	15.00	115.00
Tax added on top (off)	115.00	17.25	132.25

Change it on one line

1. Open the draft — Open the quote, invoice, vendor bill or variation order you’re editing.
2. Tick or untick Price includes tax — On the line, change Price includes tax. That line’s net, tax and total recompute. Other lines don’t change.
3. Save — Each line keeps its own setting when you reopen the document.

Change a line’s tax rate

A line from a catalogue item starts with the item’s tax. Pick a different rate or group on the line and the line uses it; the catalogue item stays as it was.

Tip

Tax is worked out for each line and rounded once, half-up, so totals match what a calculator gives for each line.