Setting up preset tax rates can help make the booking process even faster and easier. They are especially useful if your client base is spread across a range of geographical locations with varying tax rates. You can use a preset when setting up a booking proposal or when creating an order.
To create a preset, we need to go through the booking process (either Manual or Online). On the proposal-creation page, click the Configure Taxes link under the Settings column.
Create a tax rate and then click 'Save Preset'.
The preset then appears in your list on the far right and you can easily select it when booking a client or creating an order. You can save as many presets as necessary.
If necessary, you can also delete a preset in this drop down menu.