Setting a default tax rate for all business estimates and invoices | Probuild Support
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Setting a default tax rate for all business estimates and invoices

Set a default tax rate for your business, so that any new estimate or invoice created for your business will automatically include the same tax rate.


Note: After setting a default tax rate, you can still edit the rate on any given estimate or invoice if required.

  1. Tap on the icon to reveal the overflow menu

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  1. Tap on Business Profile

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  1. Tap on EDIT to change the business profile

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  1. Scroll down the business profile screen

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  1. Tap on Tax Rate and enter your default tax rate

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  1. Tap on SAVE to accept changes. The new settings will be applied to your business profile and will appear as the default value on any new estimate or invoice

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