How to Add, Edit, or Delete a Sales Tax

Managing sales tax settings is essential for accurate billing and compliance. This guide explains how to add, edit, or delete a sales tax rate within your system.

Add a Sales Tax in Your Web Browser:

  1. Click on your business name in the bottom left corner.
  2. Click company settings from the drop-down menu.
  3. Click VAT on the Settings menu.
  4. Click 'Add New'.
  5. On the enter the tax name, percentage, and account.
  6. Click 'Save'.

Edit a Sales Tax in Your Web Browser:

  1. Click on your business name in the bottom left corner.
  2. Click company settings from the drop-down menu.
  3. Click 'VAT' on the Settings menu.
  4. Click on the 'Actions' button to the right of the sales tax you want to edit.
  5. Edit the required fields.

Delete a Sales Tax in Your Web Browser:

  1. Click on your business name in the bottom left corner.
  2. Click company settings from the drop-down menu.
  3. Click 'VAT' on the Settings menu.
  4. Click on the Actions button to the right of the sales tax you want to edit.
  5. Select the delete option
  6. You will see a warning that this action cannot be undone. Click on 'OK' to proceed with deleting the tax.

Deleting a sales tax does not remove that tax from the invoices, bills, or transactions it was added to. You will need to manually edit them to remove the tax or update them to include a new sales tax.

Written by

Alexandra Kyriacou

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