Skip to content

Suggest a feature

Prepare: Rules

CATEGORIES
All ideas
My feedback
Approvals 32 ideas
Bank 78 ideas
CSV Export 44 ideas
Categories 32 ideas
Communications 12 ideas
Design 119 ideas
Direct 10 ideas
Expenses 123 ideas
Extraction 163 ideas
Integrations 236 ideas
Item Messaging 12 ideas
Line Items 54 ideas
Match 17 ideas
Mobile 27 ideas
Notifications 28 ideas
Onboarding 5 ideas
Other 158 ideas
Practice Insights 15 ideas
Publishing 52 ideas
Rules 73 ideas
Solo/ITSA 11 ideas
Submission Methods 52 ideas
Supplier Statements 24 ideas
User Access Controls 45 ideas
Workflows 62 ideas
client list 11 ideas

Searching…

No results.
Clear search results

- Commerce 182 ideas
- Dextension 3 ideas
- Enhanced Dext 4 ideas
- Precision 73 ideas
- Prepare 1,497 ideas
- Prepare (Français) 984 ideas
- Vault 14 ideas

Tax Rule for Category

12 votes

Anonymous shared this idea · Feb 13, 2023 · Report… · Admin →

An error occurred while saving the comment

Jess Harris commented · January 22, 2025 11:42 AM · Report

Within the categories list it would be helpful to be able to assign a specific VAT rate for that ledger. For example, when selecting the "Directors loan account" as the category I would like it to always automatically set the VAT rate to No VAT.

Submitting...
Alex Rossookh commented · August 4, 2023 9:31 AM · Report

Set tax rate rules based on category

Submitting...
Louise Coleman commented · September 30, 2022 4:37 PM · Report

Default a tax rate from category.

Default a department by a fee earner (both are Tracking categories imported from Xero)

Submitting...