My brain is frozen (hopefully just for now).

Is there somewhere in AR that we can default the Customer profile so that when we create a new customer, we can default the Tax Group and the Tax Type?

It is on the Invoicing tab.

Hi Ralph.
My question is if we can have an automatic default, so that when I create a NEW Customer, the Tax Codes are automatically set.

While the actually value is on the Invoicing tab for the customer, it always defaults to "0" and blank. There are currently no default values for these fields in the company profile.

They can be set by Importing though, and errors easily isolated with a Filter.

You can also set up a Template customer using a code like "ZZZ99" and copy the template customer to create a new one.

Hi Samuel:
If you are looking to have specific default Tax values appear on the "Invoicing" tab for a new customer (like you can with Terms etc), there is no setting for that. It would be a useful addition for an upcoming version because it would reduce errors related to Taxes.

However, if you are using Adagio Invoices rather than OE, there is a Default "Tax Group" setting in the IN Company Profile. It would get used in cases where the Customer's Tax Group is blank.

Thanks for all the replies.
OK, that's why I cannot find it - it is not there.

The client is using these codes for OE.
The problem is that we would now like to default the Tax Type to "1".

Maybe for future releases this can be added as optional default values, as Bruce mentions.

Cheers!

I agree with Bruce that it would be a useful addition for an upcoming version. When the Tax Group was moved from the Customer to the Invoicing tab it became much easier to miss entering.

Alternatively, if it became a required field like terms or account set, that would do the trick.

Steve

I've seen lots of different ways to set up taxes and some make my head hurt. In cases where I have the luxury of a fresh start, I make Tax Status "0" the most frequent (usually "Taxable") so that the default value is generally correct.

Whenever I can start from scratch, I also make 0=Taxable and 1=Non Taxable. In 99% of cases that is all that is required. In Canada I make 13 Tax Groups, for the 10 provinces and 3 territories. It is clean and easy. Changing tax rates is also easy.

The folks that I am working with have a Tax Group: CANADA. They sell to customers in Ontario @ 13% tax and in Alberta @ 5%tax.

So, it is not too complicated, but I do not want to mess up the caluluations.

We are currently using Tax Type=0 for 5% and Tax Type=1 for 13%.
Since they now have more Ont customers, I was looking to make the Tax Type=1 the default.

It is good to see feedback and how others are handling the setup.