Skip to main content
Set a Customer's Tax Code

If a customer has a tax rate set, Quotations, etc., will use that instead of the item codes when items are added.

Updated yesterday

Set the Company's Default Code

Open the customer record and set the code:

Set the company/customer on a quotation, job/sales order, etc. All items added from now on will use the company/customer's code rather than the item's code. If items were added before you changed the customer, their tax codes will not be changed when the customer is reset. Use the Apply button and select "Tax Code %" to set them in bulk.

Did this answer your question?