Set up tax rates

Set up tax rates before you send estimates or invoices so totals and tax amounts are correct.

Steps

1. Open Organization Settings.
2. Go to Taxes under Accounting.
3. Review any suggested rates for your region, or select Create Tax Rate.
4. Enter a name and rate, then save the tax rate.
5. Turn on Set as default for the rate you use most often.

One tax rate per document

Dave applies one tax rate to each estimate or invoice. If you collect multiple taxes, combine them into a single rate such as Sales Tax - 8.25% or GST + PST - 13%.

Select tax on estimates and invoices

After tax rates are set up, choose the tax you want when you build an estimate or invoice. Dave uses your default rate automatically when one is set.

QuickBooks-connected accounts

If QuickBooks is connected:

1. Create or update tax rates in QuickBooks first.
2. In Dave, open QuickBooks settings and run Resync Data to pull them in.
3. In Taxes, use rates marked QB Synced (look for the QuickBooks badge).
4. On each invoice you send, select a QB Synced tax rate. Manual Dave-only tax rates work on documents in Dave but will not sync to QuickBooks.

If no tax is selected, or you select a manual tax rate, Dave may warn you that the invoice might not sync to QuickBooks.

What happens next

Your tax rates are available on new estimates and invoices. If you use QuickBooks, review your tax setup after every Resync Data.