Setting a default tax rate for all business estimates and invoices
When you set a default tax rate for your business, 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.
- Tap on the gear icon in the top left
- Tap on Business Profile
- Scroll down the business profile screen
- Tap on Tax Rate
- Enter your default tax rate and tap Done
- Tap on Save to accept changes. The new settings will be applied to your business profile
