{"id":139823,"date":"2026-07-14T09:15:16","date_gmt":"2026-07-14T09:15:16","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=faq&#038;p=139823"},"modified":"2026-07-14T09:15:21","modified_gmt":"2026-07-14T09:15:21","slug":"does-the-default-tax-apply-to-cloned-and-converted-transactions","status":"publish","type":"faq","link":"https:\/\/docs.daftra.com\/en\/faq\/does-the-default-tax-apply-to-cloned-and-converted-transactions\/","title":{"rendered":"Does the default tax apply to cloned and converted transactions?"},"content":{"rendered":"<p class=\"font-claude-response-body break-words whitespace-normal\">No, the default tax does not apply to cloned records or to transactions converted from one document type to another. In both cases the records carry the tax from their original source:<\/p>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\"><strong>Cloned records:<\/strong> carry the tax from the original record they were cloned from.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\"><strong>Converted transactions<\/strong> (such as Sales Order \u2192 Invoice, Estimate \u2192 Invoice, or Purchase Order \u2192 Purchase Invoice): carry the tax from the source document.<\/li>\n<\/ul>\n<p class=\"font-claude-response-body break-words whitespace-normal\">The default tax only applies to transactions created <strong>from scratch.<\/strong><\/p>\n","protected":false},"author":23,"template":"","categories":[2191,2150],"tags":[],"class_list":["post-139823","faq","type-faq","status-publish","hentry","category-purchases-settings","category-sales-settings"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Does the default tax apply to cloned and converted transactions? - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/faq\/does-the-default-tax-apply-to-cloned-and-converted-transactions\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Does the default tax apply to cloned and converted transactions? - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"No, the default tax does not apply to cloned records or to transactions converted from one document type to another. In both cases the records carry the tax from their original source: Cloned records: carry the tax from the original record they were cloned from. Converted transactions (such as Sales Order \u2192 Invoice, Estimate \u2192 [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/faq\/does-the-default-tax-apply-to-cloned-and-converted-transactions\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2026-07-14T09:15:21+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/faq\/does-the-default-tax-apply-to-cloned-and-converted-transactions\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/faq\/does-the-default-tax-apply-to-cloned-and-converted-transactions\/\",\"name\":\"Does the default tax apply to cloned and converted transactions? - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"datePublished\":\"2026-07-14T09:15:16+00:00\",\"dateModified\":\"2026-07-14T09:15:21+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/faq\/does-the-default-tax-apply-to-cloned-and-converted-transactions\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/faq\/does-the-default-tax-apply-to-cloned-and-converted-transactions\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/faq\/does-the-default-tax-apply-to-cloned-and-converted-transactions\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Does the default tax apply to cloned and converted transactions?\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Does the default tax apply to cloned and converted transactions? - Daftra Knowledge Base","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/faq\/does-the-default-tax-apply-to-cloned-and-converted-transactions\/","og_locale":"en_US","og_type":"article","og_title":"Does the default tax apply to cloned and converted transactions? - Daftra Knowledge Base","og_description":"No, the default tax does not apply to cloned records or to transactions converted from one document type to another. In both cases the records carry the tax from their original source: Cloned records: carry the tax from the original record they were cloned from. Converted transactions (such as Sales Order \u2192 Invoice, Estimate \u2192 [&hellip;]","og_url":"https:\/\/docs.daftra.com\/en\/faq\/does-the-default-tax-apply-to-cloned-and-converted-transactions\/","og_site_name":"Daftra Knowledge Base","article_modified_time":"2026-07-14T09:15:21+00:00","twitter_card":"summary_large_image","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebSite","@id":"https:\/\/docs.daftra.com\/#website","url":"https:\/\/docs.daftra.com\/","name":"Daftra Knowledge Base","description":"Daftra","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.daftra.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/docs.daftra.com\/en\/faq\/does-the-default-tax-apply-to-cloned-and-converted-transactions\/#webpage","url":"https:\/\/docs.daftra.com\/en\/faq\/does-the-default-tax-apply-to-cloned-and-converted-transactions\/","name":"Does the default tax apply to cloned and converted transactions? - Daftra Knowledge Base","isPartOf":{"@id":"https:\/\/docs.daftra.com\/#website"},"datePublished":"2026-07-14T09:15:16+00:00","dateModified":"2026-07-14T09:15:21+00:00","breadcrumb":{"@id":"https:\/\/docs.daftra.com\/en\/faq\/does-the-default-tax-apply-to-cloned-and-converted-transactions\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.daftra.com\/en\/faq\/does-the-default-tax-apply-to-cloned-and-converted-transactions\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.daftra.com\/en\/faq\/does-the-default-tax-apply-to-cloned-and-converted-transactions\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.daftra.com\/en\/"},{"@type":"ListItem","position":2,"name":"Does the default tax apply to cloned and converted transactions?"}]}]}},"_links":{"self":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/faq\/139823","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/faq"}],"about":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/types\/faq"}],"author":[{"embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/users\/23"}],"version-history":[{"count":1,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/faq\/139823\/revisions"}],"predecessor-version":[{"id":139824,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/faq\/139823\/revisions\/139824"}],"wp:attachment":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/media?parent=139823"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/categories?post=139823"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tags?post=139823"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}