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:
![](https://storage.crisp.chat/users/helpdesk/website/7810e1bac93a3c00/aab2f165-f59d-444d-b2d7-7b765e_7o50fh.png)
Click on the VAT rate you would like to make the default for either treatments or expenses (or both!):
![](https://storage.crisp.chat/users/helpdesk/website/9169091df8ecc800/34eb20b3-82e0-4f91-922f-d3fbb1_4eh19d.png)
Tick the relevant box(es):
![](https://storage.crisp.chat/users/helpdesk/website/20e2c66e95d7d200/76e458f8-5b2d-4d17-9e1c-150b9c_p5vy37.png)
Click Save:
![](https://storage.crisp.chat/users/helpdesk/website/9d17c07a4c8d6000/3113d8fb-8a05-4669-bf02-0763f0_u7j3k7.png)
You'll then see the changes reflected in both the modal:
![](https://storage.crisp.chat/users/helpdesk/website/c934db82b6291800/d8eb56e4-1dcb-44d1-b434-7fd0ed_vuok8m.png)
And the Invoice tab:
![](https://storage.crisp.chat/users/helpdesk/website/1ab1a3596802ad00/cde82f2f-0543-4665-a54c-51c567_1xbapcj.png)
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:
![](https://storage.crisp.chat/users/helpdesk/website/7810e1bac93a3c00/aab2f165-f59d-444d-b2d7-7b765e_7o50fh.png)
Click on the VAT rate you would like to make the default for either treatments or expenses (or both!):
![](https://storage.crisp.chat/users/helpdesk/website/9169091df8ecc800/34eb20b3-82e0-4f91-922f-d3fbb1_4eh19d.png)
Tick the relevant box(es):
![](https://storage.crisp.chat/users/helpdesk/website/20e2c66e95d7d200/76e458f8-5b2d-4d17-9e1c-150b9c_p5vy37.png)
Click Save:
![](https://storage.crisp.chat/users/helpdesk/website/9d17c07a4c8d6000/3113d8fb-8a05-4669-bf02-0763f0_u7j3k7.png)
You'll then see the changes reflected in both the modal:
![](https://storage.crisp.chat/users/helpdesk/website/c934db82b6291800/d8eb56e4-1dcb-44d1-b434-7fd0ed_vuok8m.png)
And the Invoice tab:
![](https://storage.crisp.chat/users/helpdesk/website/1ab1a3596802ad00/cde82f2f-0543-4665-a54c-51c567_1xbapcj.png)
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!