TaxCode by default

[partomas]

I’ve started setting up the latest EspoCRM v10 with Sales Pack and can’t find a way to set a default tax rate.

We use the same tax rate in about 99% of cases, so I’d like it to be selected automatically when creating Quotes, Sales Orders, or Invoices instead of choosing it manually every time.

According to the documentation, https://docs.espocrm.com/extensions/...xes/#tax-rules, it is based on the Tax Rules sequence, but I can’t find a way to change the order in the TaxRule entity.

What’s the recommended way to implement this?

[dreginald]

You can create your tax profiles and in the Entity Manager>Quote>Tax Profile - Select the Created Tax Profile as the Default one. Repeat the same in the Entity Manager for Sales Order, Invoice, and other Purchase Entities

[partomas]

Sorry, sorted out. Just in case someone else will stuck in this.

[yuri]

Correct. The tax rules is a preferable way to go.