Managing your Tax Code settings
Invitbox allows you to choose which of your ARL tax codes are default.
You can have 2 types of defaults within invitbox - your default taxable and non-taxable codes at a company level, and also the default taxable code for an individual supplier.
Setting your default taxable & non-taxable codes at company level
When invitbox and ARL connected to each other, invitbox imported all of your ARL tax-codes.
You now need to go to the Admin tab > Tax Rates;Edit and select 2 defaults. Typically this is one for GST & one for GST Free. As shown in the image below, tick one default in each column, then click Save.
Now when invitbox detects that an item is taxable or non-taxable, it will use these defaults to send with the bill/line-data to ARL (unless you select one of your other non-default tax codes for the item).
For further information on assigning non-default tax codes to a bill, see here.
Setting a default tax rate against a certain supplier
There may be circumstances where you assign a certain supplier with a different tax code to the defaults you have set at company level (above).
Go to Admin > Suppliers > Edit, choose the supplier, click Edit. You can then choose to set a default tax rate from the drop-down list.
Please note that you can only set a Supplier taxable default tax rate - your invitbox company non-default tax rate will still be applied if there is a non-taxable item within the supplier bill.