Setting a default tax rate for invoices and bills

Hi marta-spira-ca,

It's nice to see you in Community.  Welcome!  QuickBooks Online is a dynamic program with valuable features that can be real time savers.  There are two ways you can set a default tax rate to your forms.  I'd be happy to provide both, so you can choose the best fit for your business!

Here's how to set a default tax code for all of your transactions;

1. Open your Settings ⚙ and select Account and Settings

2. Select Advanced

3. Click on the Edit 📝 for the Accounting section

4. Use the ▼ dropdown menu for Default tax rate selection and choose the tax rate

5. Hit Save, and then Done.

Follow these steps to set a default tax code to your Customers;

1. Open Sales, then Customers from the left menu

2. Select the customer's name, then hit Edit

3. Scroll down to the Additional info section

4. Checkmark the box next to Assign default tax code

5. Use the ▼ dropdown menu and select a Default tax code from the list

6. Hit Save when done. 

Here's how to set a default tax code to your products/services;

1. Open your Settings ⚙ and select Products and Services

2. Hit Edit to the right of the item you want to add a default tax code to 

3. Scroll down to Sales Tax and use the ▼ dropdown menu to select the tax code

4. Hit Save and Close.

If you have any other questions, please feel free to reach back out.  We'd be glad to assist!