Set a tax default for sales or purchases
Set your organisation's tax default for sales (invoices, quotes, credit notes, receive money) or purchases (bills, credit notes, purchase orders, or spend money). The organisation tax default doesn't override an individual contact's.
Four tax default options
- Based on last sale (or purchase)
- Tax inclusive
- Tax exclusive
- No tax
Set your organisation's tax default
- In the Settings menu, select General Settings.
- Under Organisation, click Financial Settings.
Under Tax Defaults, select the sales or purchases tax default.
- Click Save.
When you next add an invoice, quote, credit note, bill, purchase order, spend or receive money, the selected tax default shows in the Amounts are field. You can edit this.