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Y
YVR-DVW
January 26, 2022
Question

Setting default tax codes

  • January 26, 2022
  • 1 reply
  • 0 views

Using QBO, new customers created are assigned "use default tax code."

 

I am in BC, where often PST and GST are charged. I have an "S" standard tax code, charging both taxes, but some items should be taxes GST only.

 

Imported data creates A new customer with a new invoice. For my business, 99% of invoices should be GST only, so I am required to manually edit each item on each invoice change the tax code from "S" to "G."

 

How do I change the default code from "S" to "G"?

 

I have followed many solutions attempts without success. I don't see to have the "related tasks" the "Sales Tax" area. or have the "Edit sales tax settings".

 

1 reply

J
JamesM4
January 26, 2022

Hi YVR-DVW,

 

Thanks for connecting with us in 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'll 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!

Y
YVR-DVWAuthor
January 27, 2022

Thanks for the response but the solution does not solve my issue.

    J
    JamesM4
    January 27, 2022

    Glad to hear back from you. It's vital you get the resolution you need with this. At this point, I see you benefiting more by contacting our support team so they can share your screen and help you navigate the program. Here's how you can get in touch:

     

    • Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat. 
    • Social Media: Facebook, Twitter, and Instagram.

     

    Let me know how you make out. I'll be a message away. 

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