The estimate editor asks for the tax reviewed for the proposed terms and states that rates are not calculated there. Enter the supported amount from the company's approved process. The estimate form is not a substitute for determining the applicable tax treatment.
Review quantities and line totals before adding tax. Estimate quantities support three decimal places, and each line rounds once to the nearest cent with half cents rounded up. A working spreadsheet using a different rounding sequence can produce a small difference that should be resolved before approval.
Keep the total consistent with the proposal the customer will accept. If the tax treatment is uncertain, leave the estimate in preparation until the responsible person confirms it. Do not alter a tax amount solely to force a rounded total to match an unsupported figure.
Once terms are approved, the proposal preserves those exact terms. Acceptance evidence and invoice conversion should refer to that saved version. If the commercial or tax amount changes, use the supported revision process and obtain evidence for the revised offer rather than applying old acceptance to new figures.
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