Can I set a tax as a default charge on all my estimates and invoices?

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Creating Default Taxes

  1. Go to SETUP>JOBS>TAXES
  2. Create and save your new tax
  3. Once your tax is saved you can update the option for DEFAULT TAX to yes

Apply tax on job quotes/estimates

Once you have set a tax as a default it will be added to all your quotes by default, then you simply need to check which items are taxed.

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