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Set default sales tax code for your Chart of Accounts

by Intuit Updated 5 months ago

Do you want to assign default sales tax codes to your Chart of Accounts? Good news! You can make bulk changes to the default sales tax codes in your Chart of Accounts.

Note: Default sales tax codes can only be set up in the Chart of Accounts, and for products and services. You can't add a default sales tax code to a customer or supplier.

Bulk assign default sales tax codes to your Chart of Accounts

  1. Go to Transactions and select Chart of accounts (Take me there)
  2. Choose the chart of accounts you want to assign the same sales tax code to.
  3. Select Batch actions, then select Set default Tax code.
  4. Select a sales tax code, then select Apply.

That's it! The new default code will show in the Sales Tax Rate column.

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