Price Lists
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      1. Moraware CounterGo Knowledge Base
      2. Price Lists

      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.

      1. Go to Price Lists > click on the Name of the Price List to update > click the Edit Price List 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.