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charles17
Level 1
posted
‎September 26, 2019 04:59 PM
last updated ‎September 26, 2019 4:59 PM

Create Invoice, set Amounts are "Inclusive of Tax" as a default

Every time that I create an invoice I need to select for the field [Amounts are] "Inclusive of Tax" as the default value is "Exclusive of Tax", can I change this default setting? 

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Best answer September 26, 2019
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JamesDuanT
Moderator
Moderator
‎September 26, 2019 04:59 PM

Create Invoice, set Amounts are "Inclusive of Tax" as a default

Hello Charles,

Here's how we can easily change the default tax rate selection in QuickBooks Online:

  1. In the upper right corner, click the Gear icon (⚙).
  2. Select Account and Settings and go to the Advanced tab.
  3. Under the Accounting section, select Inclusive of Tax in the Default tax rate selection field.
  4. Click Save and Done.

You can also use the screenshot below for your reference.

Feel free to drop by again if you need anything.

View solution in original post

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3 Comments 3
JamesDuanT
Moderator
Moderator
‎September 26, 2019 04:59 PM

Create Invoice, set Amounts are "Inclusive of Tax" as a default

Hello Charles,

Here's how we can easily change the default tax rate selection in QuickBooks Online:

  1. In the upper right corner, click the Gear icon (⚙).
  2. Select Account and Settings and go to the Advanced tab.
  3. Under the Accounting section, select Inclusive of Tax in the Default tax rate selection field.
  4. Click Save and Done.

You can also use the screenshot below for your reference.

Feel free to drop by again if you need anything.

Reply
brandon-wood
Level 1
‎September 26, 2019 04:59 PM

Create Invoice, set Amounts are "Inclusive of Tax" as a default

What happens if the Default Tax Rate field is missing in the account settings altogether? I can't find that field in the settings at all.
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wz
Level 1
‎September 26, 2019 04:59 PM

Create Invoice, set Amounts are "Inclusive of Tax" as a default

I second this. This option is not visible?????
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