Hello doniasnow-shaw-c,
Thanks for reaching out to us here! QuickBooks Online provides valuable features that can be real time savers. Setting default sales tax rates can be accomplished a couple of ways. I would be happy to provide both, so you can choose the best fit for your business!
Follow these steps to set a default tax code for all of your transactions;
1. Open your Settings ⚙, then Account and Settings
2. Select the Advanced tab
3. Click on the Edit in the Accounting section
4. Use the ▼ dropdown menu in the Default tax rate selection and choose the desired tax rate
5. Hit Save, then Done
Here's how to set a default tax code for your Customers;
1. From the left menu, open Sales, then Customers
2. Select the customer's name, then hit Edit
3. Scroll down to the Additional info section
4. Checkmark the box next to Assign default tax code
5. Use the ▼ dropdown menu and select a tax code from the list
6. Hit Save when done
In addition, you can set a default tax code to your products/services;
1. Open your Settings ⚙ and select Products and Services
2. Hit Edit to the right of the item you want to add a default tax code to
3. Scroll down to Sales tax and use the ▼ dropdown menu to select the tax code
4. Hit Save and Close.
If you have any other questions, please feel free to reach out. We would be glad to assist!
