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      How to update the tax field name as a Category name in quotes?

      To reflect the category name in quotes instead of the tax field name, you can configure this in your Tax Display Preferences.

      Steps: 

      1. Go to settings->My Preferences->Tax display preference

      2. Set it to ‘Show each tax category in a separate row




         

      3. Now you can use the Category Name to control the tax name displayed on the quote.