Set A Default Tax Rate On A Price List

Do you want to automatically assign a default Tax Rate to Standalone Quotes? Associate a Price List with a Tax Rate and it will be assigned to new Standalone Quotes. You can also assign a Tax Rate to an Account.

Tax Rates need to be created in advance, see Related Articles for more details.

  1. Go to Price Lists > click on the Name of the Price List to update > click the Edit Price List a price list to edit via the edit button
  2. Click Settings.
  3. Select a Standalone Default Tax Rate.
  4. New Standalone Quotes made with this Price List will use this Tax Rate by default.

Select a tax rate for standalone quotes for a price list