How to use our Quick Quote tool

Need to get a quote quickly? It’s never been easier.

What is the Quick Quote tool? 

Our Quick Quote tool allows agents to generate a quote without needing to create a taxpayer first. 

Who is it for? 

Anyone with a Tax Traders account can use this tool, but it will be especially helpful to a few key groups: 

• Firms with clients under reassessment who want to determine the implication anonymously. 
• Any agent who might not have all the details but wants to have an idea of what tax might be needed. 
• Any agent who has a client who wants a quote in a timely manner but is not yet set up in Tax Traders.
• Any agent who hasn’t yet been transferred to a taxpayer but wants to generate a quote in the meantime. 

How does it work? 

Simply click Quick Quote on your homepage when logged into our portal. within the home page of the dashboard. From there, enter in the information you have and click Calculate. Your quote will appear, and you will be able to save it for future reference or email it directly to a client.  Quotes will be valid for two working days and are otherwise subject to change. 

All saved estimates will be held under Global Reports so you can easily see what hasn’t been processed yet at-a-glance.

Find the Quick Quote button next to New Taxpayer on the dashboard.

Access all saved quotes from the Quick Quote dropdown menu, or from the Global Reports menu. 

Please note that when a quick quote is reassigned, the payment date moves back to the current default payment date so please check this before submitting the quote.