This feature is available on all Goodshuffle Pro Plans.
You can set up default tax behavior for different inventory types so that taxes are automatically applied when new items are added. This saves time and ensures consistency across your projects.
Additionally, you can also use these settings to prevent taxes from being automatically applied to specific categories, such as logistics or deliveries.
How To Adjust the Default Tax Settings
Follow these steps to update your default tax types:
From your left-hand menu, click “Account.”
Select “Account Settings.”
Click on the “Policies and Taxes” tab.
Choose the tax type you want to edit and select view(e.g., “Sales Tax – Rental”).
Select the "Edit Icon" in the Tax Type
Click the “Settings” tab inside that tax type.
Under “Auto Apply Tax Type,” check the boxes for the item types you'd like this tax to automatically apply to:
Products
Services
Logistics
Packages
Vehicles
Custom Items
Click “Save” to confirm your changes.
💡 This setting only affects new inventory. It will not change tax on existing quotes or contracts. We recommend periodically reviewing your inventory tax settings to ensure they remain accurate and aligned with your business needs.
Common Scenarios and Solutions
Why are taxes automatically applied to some items?
Some inventory items may already have a tax rate assigned directly at the inventory level. Items with a tax type set will calculate tax on projects, whereas items without one will not. Review and update your inventory to ensure each taxable item has the correct tax rate.
How do I stop taxes from being applied to deliveries?
Adjust the "Auto Apply Tax Type" settings for the relevant tax type and uncheck "Logistics." This ensures taxes are not automatically applied to deliveries for new inventory.
Need Additional Support?
Click the blue chat bubble in the bottom corner of your screen to message our support team—we’re happy to help!