How do we go about setting up tax defaults for specific clients, so that all quotes prepared for that client automatically default to a tax category instead of manually selecting it for each quote prepared?
Question
Tax exempt for specific clients
Sign up
Already have a ScalePad Community account? Sign in
First-time visitors:
- Open another browser tab
- Sign in to https://app.scalepad.com
- Return to this tab and sign in
Sign in with your ScalePad Hub account
Sign in to the ScalePad Community
First-time visitors:
- Open another browser tab
- Sign in to https://app.scalepad.com
- Return to this tab and sign in
Sign in with your ScalePad Hub account
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

