To add or edit a tax, click on the gear icon and select TAXES from the menu on the right to open your taxes list. Click on the Add Tax button to add a new tax.

Adding a new tax to the account requires -at minimum- the setting of the compulsory fields of the Tax/Discount Name and the Percent of the tax or the discount.

  • A tax can be deleted unless it has been used in one or more issued documents in the account.
  • A tax Name cannot be the same as an existing or previously deleted tax Name having the same percentage value.
  • To browse the list of your deleted Taxes, click on Show Deleted Taxes on the bottom of your Taxes list.
  • To restore deleted Taxes, select them from the list and click on Un-delete. Click here for detailed instructions.
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