How to add sales tax to your estimate

You can apply sales tax to your estimate to ensure accurate client pricing. The tax is added as a percentage and only appears in the PDF export.

1. Add sales tax

• Click VAT above the estimate table.
• Enter the desired sales tax percentage.

2. Export behaviour

• PDF export – Includes the tax in the total amount shown to the client.
• XLSX export – Displays net prices only (excluding tax).

Note: Sales tax is not shown in the estimate table within Planyard—it’s only reflected in the exported PDF.