FAQ – I want to set up default prices and taxes for my products and services

Users can set up default prices and taxes in the Product Catalog. Navigate to the My Company section of the Sitemap -> Catalog -> View Catalog.

From this page, you can edit the default tax value for any given Product/Service.  Simply go to the Product/Service and edit the appropriate field (‘Tax%’ or ‘Price$’) as/if needed.  Note: if the Customer has already been assigned a tax rate (through the My Company section of the  Sitemap -> Company Profile -> Settings) it will override the default tax rate in the Catalog.

Alternatively, users can access the Catalog from the drop-down menu on the top right of the screen.