VAT in the estimate

In the item list of a financial document (e.g. an estimate) the items or services of the order are listed.

You can find more information about the item list in financial documents on the following page in our wiki:

The line item list

No sales tax in estimates

The estimate differs from other documents such as invoices or credit invoices in that there is no field for sales tax below the net total.

That means the services are offered net, a reference in the footnote below the item list explains that the offer is understood plus statutory sales tax.

This reference is a legal part of the estimate and must not be missing.

The reference is usually inserted automatically when creating the document if it has been created as the default template for estimates.