Knowledge Base Home
Contact Us
Sign in
  1. Knowledge Base Home
  2. Champion & Superusers
  3. FAQ - Champion
  1. FAQ - Champion
  • December 22, 2022 21:34
  • Updated

How to Set a Default Tax Type

Goal:

  • Set the default tax when creating bills
  • Determine which tax percentage will be the standard or default

 

Steps:

  1. Select Settings on the left-hand navigation bar

  2. Select Manage Tax Types. 

  3. Select the options.png button beside the tax type you want to set as default. 

  4. Select Set As Default. 

  5. 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.
Was this article helpful?
0 out of 0 found this helpful
Return to top