Set Default Tax when adding New Item on Invoice/Quote/Job Card

1. Click Settings at the bottom of the sidebar, under Administration. In the panel on the left, open Sales & Operations and click Sales Configuration.
2. Scroll to VAT / Tax Settings:
   • Enable VAT/Tax: turn tax on or off on your sales documents.
   • Require Tax Selection: staff must pick a tax rate on every item line.
   • Default pre-selected VAT/TAX rate: the rate filled in when you add a new item, for example 20.00%.
   • Allow Multiple Taxes: let an item have more than one tax rate.

   

3. Click Save Settings at the bottom right.

Tip: the rates you can choose come from Tax Rates. See Add New TAX/VAT Rate.