Tax & Pricing Display

Documentation Index

Fetch the complete documentation index at: https://help.funeralestimatorpro.com/llms.txt

Use this file to discover all available pages before exploring further.

How you display pricing matters. Families want to understand what they’ll pay without surprises. This page controls how tax is calculated and how prices are shown throughout the estimator. To update your tax and pricing settings, go to Estimator → Tax & Display.

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Tax rate

Set the tax rate that applies to your services, for example, 15% for New Zealand GST. This rate is used to calculate the tax component shown on estimates. If you’re in a jurisdiction with no sales tax, or if all your services are exempt, you can set the rate to 0%.

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Tax label

What to call the tax in your estimator. Families will see this label wherever tax is displayed. Common options: Use whatever your families expect to see. If you’re unsure, check how your invoices currently refer to tax.

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Inclusive vs exclusive display

This is the most important setting on this page. It controls whether prices shown to families already include tax, or whether tax is shown as a separate line item.

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Tax-inclusive display

Families see the total they’ll pay, with tax already built in:

Casket, $2,300 incl. GST

This is how most New Zealand and Australian businesses display prices to the public, and it’s what most families expect. The total is clear, and there are no surprises at the end.

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Tax-exclusive display

Families see the pre-tax price alongside the tax amount:

Casket, $2,000 +$300 GST = $2,300

This is more common in B2B contexts, or in markets like the United States where prices are typically quoted before tax. Some businesses prefer this for transparency, families can see exactly what the tax component is.

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How prices are stored

All prices in the system are stored excluding tax. When you enter a price for a casket or a service, you enter the pre-tax figure, regardless of your display setting. The display setting then controls how that price is presented to families:

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Example walkthrough

Here’s how the same casket looks under each display mode: A casket is entered into the system at $2,000 (excluding tax). Your tax rate is set to 15% GST. Tax-inclusive display: Families see “$2,300 incl. GST”, they know exactly what they’ll pay. Tax-exclusive display: Families see “$2,000 +$300 GST = $2,300”, they can see the breakdown. Either way, the family pays the same amount. It’s purely a question of how you want to present it.

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