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craigoasis
Level 1

Hi, How does one make a customer VAT default to Exempt.? So when doing an invoice it defaults items to vat exempt, instead of having to change it all the time.

 
1 Comment 1
Catherine_B
QuickBooks Team

Hi, How does one make a customer VAT default to Exempt.? So when doing an invoice it defaults items to vat exempt, instead of having to change it all the time.

That took my attention of being able to exempt customer by default, craigoasis.

 

The option to enter a Tax Exempt status on your customer's information is unavailable. This is a good suggestion that we can consider. I'd send a notification to our engineers about this feedback and you can also personally do so. Here's how: 

 

  1. Log in to your QuickBooks Online account.
  2. At the upper-right, click the Gear icon.
  3. Select Feedback
  4. Enter a brief description of your feedback and click Next.

For updates, you can visit our QuickBooks Blog page where most of our new features are posted. 

 

If most of your customers are tax-exempt and there are only a few who are not, you'll want to change your default tax rate selection. Let me show you how: 

 

  1. Go to the Gear icon at the upper-right and select Account and settings.
  2. From the Advanced menu, select the Accounting section.
  3. Select the preferred type in the Default tax rate selection drop-down.
  4. Click Save and then Done.

To refresh the changes, you can press F5 on your keyboard or sign out and sign back in. 

 

I'll be attaching a few articles that will help you manage VAT: 

 

Thanks for that feedback. It will help us improve the system more. Take care!