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Does the default tax rate under Accounting Rules take priority over a tax rate entered for a transaction? [Applicable Plans: Plus, Pro only]

Does the default tax rate under Accounting Rules take priority over a tax rate entered for a transaction? [Applicable Plans: Plus, Pro only]

Michael Tan avatar
Written by Michael Tan
Updated this week

No, the tax rate entered at the transaction level will always take priority during the sync.

How it works: When an Accounting Rule is applied, the system pre-selects the tax rate and accounting category for each matching transaction. However, users can still review and modify these values before finalizing the transaction.

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