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Set the default VAT/GST/sales tax rate for a forecast
Set the default VAT/GST/sales tax rate for a forecast

How to set a forecast's default VAT/GST/sales tax rate.

Updated over 2 months ago

When you create a manual prediction, you can set a VAT/GST/sales tax rate % for that prediction. If you set a default tax rate, you can leave this option blank so you don't have to enter a rate every time you create a prediction.

Showing a user enter a new VAT rate instead of the default rate.

  1. In the forecast, click Controls in the top left.

  2. In the dropdown, click Settings.
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    The settings then appear to the right.
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    Screenshot of a forecast pointing the Controls dropdown, which highlights the Settings option.

  3. Make your changes, then click Update.

The next time you create or edit a prediction, if you don't enter a VAT/GST/sales tax rate, it will use the default rate.

Can I override the default rate for a specific prediction?

Yes, simply type in the VAT/GST/sales tax rate you want to use for that prediction and save it. Whenever you remove the rate or create a new prediction, it will still use the default rate set in your forecast settings.

GIF showing a user enter a new VAT rate instead of the default rate.

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