I would like to suggest a change that would help me be faster at entering transactions. When we setup contacts we can currently setup what default income and expense account they use. Could you also give a choice for taxes (GST/PST...) as well. For example. If I enter a transaction for Canadian Tire purchase I know there will always be "Both" taxes. GST & PST on the receipt, or Construction Fasteners will always just have GST.... Both of these purchases would go under the"small tools & hardware" account. I would like that to be a default setting for each contact that I could choose in the contact setup.
Admin
Steve Tippe
Jun 10, 2026
Hi there, tax set up is based on the expense account so that Small tools and hardware expense would need to have both GST and PST out of necessity, additionally, for tax reporting purposes, that expense account link is necessary so we wouldn't be able to switch it to or override tax setup based on a contact. What you could do is have two expense accounts that you would use based on the item being recorded, one expense account could be setup for GST and PST and the other could be set up for GST only. I don't think it's a better option than just zeroing out PST on the line being entered if necessary, but I wanted to give you an option that might address the challenge you're experiencing.
Ability to set default tax rate on income accounts
Merged
I had a customer yesterday who expressed that for her invoicing needs it would be much easier if she could default a tax rate calculation by customer, so that when she does a receivable charge to ABC, each income line defaults to add gst (or whate...
Guest
about 2 years ago
in ConfigurationWill not implement
Will not implement
Hi there, tax set up is based on the expense account so that Small tools and hardware expense would need to have both GST and PST out of necessity, additionally, for tax reporting purposes, that expense account link is necessary so we wouldn't be able to switch it to or override tax setup based on a contact. What you could do is have two expense accounts that you would use based on the item being recorded, one expense account could be setup for GST and PST and the other could be set up for GST only. I don't think it's a better option than just zeroing out PST on the line being entered if necessary, but I wanted to give you an option that might address the challenge you're experiencing.