Goal:
- Set the default tax when creating bills
- Determine which tax percentage will be the standard or default
Steps:
-
Select Settings on the left-hand navigation bar
-
Select Manage Tax Types.
-
Select the
button beside the tax type you want to set as default. -
Select Set As Default.
-
You'll get a little confirmation message on the top right of the page.
Additional Information:
- Note that when a default tax is applied, it will also affect the tax field in Request for Expense.
- Only users with the Manage Tax Types permission under Settings will be able to set default tax.
- You are only able to have one default tax type. When setting a new default tax, the previous one will no longer be the default.
- If you prefer to not have a default tax, see How to Remove Default Tax Selection.