Reset tax rates

If you need to reset the tax rates for all task and cost items in a quote, estimate or invoice, you can use the Reset Tax Rates option. This lets you update all items to a valid tax rate in bulk instead of one by one.

To reset the tax rate applied to task and cost items in a draft quote, estimate or invoice:

1. Open your draft quote, estimate or invoice.
2. Select Options > Reset Tax Rates.
3. Select the tax rate you wish to apply to all items.
4. Click Update.

There is no way to exclude an item from this. If one or more lines need to be on a second tax rate, you need to update these line items manually.

Note: The Reset Tax Rates option will not be available in the Options menu if your organisation is not connected to either the Xero or QuickBooks integration. Additionally, the Reset Tax Rates option will also not appear if the invoice or quote is no longer in Draft status.