In this article, we will explain you more about how you can Set a tax as Default Tax so that it will get automatically assigned to an item that is being added to an Invoice/Estimate/ Purchase Order.
iOS and Android
- From side menu select Taxes under Settings.
- Tap/Click on a tax (Primary / Group) that you want to make as default.
- Tap/Click on Make Default
- Now open a document (Invoice / Estimate / Purchase Order / Credit Note) and you will see that while adding an item to an Invoice the Default tax will already be assigned (Tax Field in Add Item Item popup) to the item.
Web
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- Click on Taxes from side menu.
- Click on button of a Primary Tax / Group Tax.
- Click on Make Default to make that tax as default.
- Now open a document (Invoice / Estimate / Purchase Order / Credit note) and you will see that while adding an item the Default tax will already be assigned (Tax Field in Add/Edit Item Item popup) to the item.