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 Edit under the existing default VAT rates:
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'll 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.
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 Edit under the existing default VAT rates:
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'll 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: 07/02/2023
Thank you!