Default Tax in Sales Settings
The system allows you to configure the default tax applied to line items when creating sales invoices and related transactions, so that tax fields are automatically populated when a product is selected without needing manual entry each time. You can still override the tax manually on any individual line at any time.
Steps to Configure the Default Tax
- From the main menu, click “Sales”, then “Sales Settings.”
- Go to “Invoicing Settings“.
- Locate the “Default Tax” section.
- Select the appropriate option for each tax field:
If your account has one tax field per invoice line: A single row labeled “Default Tax” appears with three options.
If your account has two tax fields per invoice line (Tax 1 & Tax 2): Two independent rows appear — “Default Tax 1” and “Default Tax 2” — each configured independently.
Available options for each row:
- Match Product Tax (Default): Each line will use the tax assigned to the selected product. If the product has no tax, the line will have no tax.
- No Tax: No tax will be applied to any line by default, regardless of the product’s tax settings.
- Specific Tax: The selected tax will be applied to all lines by default, regardless of the product’s tax settings. When this option is selected, a searchable dropdown appears to choose the desired tax from the account’s active taxes list.
- Click “Save” to apply the setting.
Scope and Impact
The default tax applies to the following transactions when created from scratch:
Sales Invoices, Sales Orders, Estimates, Credit Notes, and POS orders (web). It also applies to invoices and sales orders created via the Daftra Mobile App, and to POS orders created in the POS Mobile App.
The default tax does NOT apply to:
- Cloned records — carry the tax from the source record.
- Converted records (e.g., Sales Order → Invoice) — carry the tax from the source document.
- Existing saved records — no retroactive effect.
Notes
- If “Specific Tax” is selected without choosing a tax from the dropdown, the following message appears: “Please select a tax to apply.”
- If a previously saved specific tax is deleted from the account, the setting automatically reverts to “Match Product Tax” and a warning appears in the settings section: “The previously selected default tax no longer exists. The setting has been reset to Match Product Tax.”
- In the POS Mobile App, the default tax setting is fetched and cached when the app is online. Orders created during offline sessions use the last cached setting, and on sync the orders are pushed with whatever tax was applied at creation time — no tax re-validation is applied during sync.