Marking an Estimate as GST Exempt
Some jobs are exempt from GST — for example, work under the NDIS or certain exported services. You can mark an estimate as GST exempt so the proposal and invoice reflect the correct tax treatment.
How to Mark an Estimate as GST Exempt
- Open your estimate
- Look for the GST setting in the estimate details
- Toggle the GST Exempt option on
When enabled, GST will not be applied to any line items in the estimate. The proposal and any invoices created from the estimate will also reflect the GST-exempt status.
When to Use This
Common scenarios where work may be GST exempt:
- NDIS services — Many disability support services are GST-free
- Exported services — Work performed for overseas clients may be GST-free
- Specific government-funded work — Some government contracts are GST exempt
- Businesses not registered for GST — If your annual turnover is under the GST threshold and you are not registered
Important: Always confirm with your accountant or the ATO whether your specific work qualifies as GST exempt. Sammy does not provide tax advice.
What Changes on the Proposal
When an estimate is marked GST exempt:
- Line item prices are displayed without GST
- The proposal total does not include a GST component
- The GST line is either removed or shows $0.00
- Your client sees the total as a GST-free amount
What About Invoices?
If you create an invoice from a GST-exempt estimate, the invoice will also be GST exempt. The same applies if you sync the invoice to Xero — the tax type will reflect the GST-free status.