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' system.
- 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' button on the homepage of your 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.
You can access all saved quotes via the 'Global reports' tab. These are held under Global reports so you can easily see what hasn’t been processed yet.
Please note: When a quick quote is reassigned, the payment date moves back to the current default payment date. Please check this before submitting the quote.