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How to set up the default Vendor tax rate
Updated over 10 months ago

Goal:

  • how to assign a default tax rate

  • Creating a vendor tax rate

The following article provides instructions on assigning a default Vendor tax rate. Please note the default tax amount will be added to the Bill and not the PO.


Steps:

  1. Navigate to Procure and Vendors

  2. Select the applicable Vendor

  3. Below the Vendor name, select the Financial Settings tab

  4. Next to the Default Vendor Tax Rate, Select the Select Tax field

  5. Select an available tax from the drop-down list or select + Add New Tax

Once you've selected a tax from the list or created a new tax, the tax will automatically save and be assigned to the Vendor.

Additional Information:

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