Settings: Default Tax Code
Learn how the Default Tax Code setting gives the CRM a standard tax position to use when creating documents and transactions.
Thought Process
The Default Tax Code setting is a simple one, but it is still important. It gives the CRM a starting point so the correct tax treatment can be applied automatically in the background where needed.
Rather than asking users to choose the tax code every single time, this setting provides a standard default for the account. That makes the system quicker to use and helps keep documents more consistent.
What This Setting Does
Provides a default tax position
The CRM can use this as the standard tax code when creating records, documents, or transactions that need one.
Saves time
Users do not need to keep selecting the same tax code repeatedly if one option is normally used most of the time.
Keeps things consistent
Using a default setting helps make output more consistent across the CRM.
Can still be reviewed
Even with a default in place, the business can still check whether that setting remains the right one over time.
Simple Walkthrough
- Go to Settings.
- Open the Default Tax Code section.
- Select the tax code that should be used as the account default.
- Save the setting.
- Review documents or related records if needed to confirm it is being applied as expected.
Getting the Most From This Setting
Set the most commonly used code
Choose the tax code your business uses most often so the default is genuinely useful in day-to-day work.
Review it from time to time
If tax handling changes in the business, this setting should be checked to make sure it still reflects the correct default position.