accounting151
Level 1
‎August 07, 2019 01:21 PM

How can I set a default tax code for Shipping. I've already set all income accounts with Default tax Codes.

 
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Anonymous
Not applicable
‎August 07, 2019 04:46 PM

Payroll and STP

Good job on setting up income accounts with default tax codes, accounting151.

 

The tax code you’d wish to set as default for shipping should be the one set as default in the income account. You'll then need to set this income account as the default for shipping.


To do this, let’s first add the shipping field on your sales form. Here’s how:

  1. Click the Gear icon at the top. 
  2. Select Accounts and Settings. 
  3. Go to Sales and click the pencil icon for Sales form content. 
  4. Put a check mark for Shipping. 
  5. Click Save. 

Set the income account as the default account for shipping. 

  1. Go to Advanced under Accounts and Settings. 
  2. Click the pencil icon for Chart of Accounts. 
  3. Click the drop down option for Shipping account and select the correct one. 
  4. Click Save and Done.

1.PNG

Feel free to let me know if anything else comes up.
 

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accounting151
Level 1
‎August 07, 2019 11:22 PM

Payroll and STP

Hello. Thanks for your input. I have done all these things and still it does not default the tax code for shipping. See attachment.

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JessT
Moderator
Moderator
‎August 08, 2019 12:47 AM

Payroll and STP

You already did the right steps, accounting151.

 

At this point, I would recommend contacting our phone or chat agents to see your setup. They can do a screen-sharing session to gather data and to know why your assigned tax code doesn't automatically show in the Shipping field.

 

To reach them:

  1. Click the Gear icon and choose Contact us.
  2. Enter a summary of the behavior in the field provided and click Let's talk. You may copy the text from your original post above.
  3. Choose from Chat or Get a callback.

You can always reach out to us in the Community if you have more questions.

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