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A
allthethingsyqr-
January 7, 2022
Question

Does anyone know how I can set a default policy (tax inclusive) and default tax rate so that I don’t have to select both of these fields each time I snap a receipt?

  • January 7, 2022
  • 1 reply
  • 0 views
To be clear: I have my tax rate set but when I’m snapping receipts they are tagged as information missing until I open them again and select that tax is inclusive and that the rate is GST/PST combined. This seems unnecessary and I assume there must be a place where I can set these as default and only change them in the rare instance the receipt does not match these parameters.

1 reply

J
JamesM4
January 7, 2022

Hi allthethingsyqr-,

 

Welcome to the Community. QuickBooks is a powerful program that offers a variety of tools and features that help you streamline your business. I'll be happy to share more information about setting up a default tax rate on your account.

 

In order to set up/change the default tax code on your account, you'd have to make the changes from the Account and Settings menu. To do this, click on the Gear icon > Account and Settings > navigate to the Advanced tab > look for the Accounting section > change your Default tax rate and hit Save and Done. 

 

Going forward, you'll start to see the desired default tax code. Give this a try and let me know how you make out. I'll be here in case you have other questions. Otherwise, have a great rest of the week!

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