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. The following guide outlines the steps involved in setting the default 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 gear icon in the top left
2. Tap on Business Profile
3. Scroll down the business profile screen
4. Tap on Tax Rate
5. Enter your default tax rate and tap Done
6. Tap on Save to accept changes. The new settings will be applied to your business profile