How do I change my default VAT rates?

To change your default VAT rate for either appointments or expenses:

You can select different default VAT rates for appointments and expenses - it doesn't have to be the same for both!

Go to Settings -> Invoice, then click the Edit link under the existing default VAT rates:



The 'Tax Rates' modal will open. Click on the VAT rate you would like to make the default for either treatments or expenses (or both!):



Tick the relevant box(es):



Click Save:



You will then see the changes reflected in both the modal:



And the Invoice tab:



The default rate will automatically populate the 'Tax Rate' dropdown when creating an expense/invoice. If you wish to change the rate from the default, just use the dropdown to select a different one.

Updated on: 01/08/2024