In this article, we will explain you more about how you can Edit – Make changes in Tax details, Delete the Tax.
iOS #
- Tap on the located at top left corner for opening side menu.
- Under Settings tap on [icon name=”wrench” class=”” unprefixed_class=””] Taxes.
- To edit a tax tap on the tax and make changes in tax details.
- Tap on [icon name=”floppy-o” class=”” unprefixed_class=””] Save.
- To delete the tax swipe left on the tax and tap on Delete.
- Above mentioned steps are similar for editing and deleting a group tax.
Android #
- Tap on the ☰ located at top left corner for opening side menu.
- Under Settings tap on [icon name=”wrench” class=”” unprefixed_class=””] Taxes.
- To edit a tax tap on the tax and make changes in tax details.
- Tap on [icon name=”floppy-o” class=”” unprefixed_class=””] Save.
- For deleting long press on tax.
- Tap on [icon name=”times” class=”” unprefixed_class=””] appearing at top right corner.
- Above mentioned steps are similar for editing and deleting a group tax.
Web #
- Click on [icon name=”cogs” class=”” unprefixed_class=””] Settings.
- Click on [icon name=”calculator” class=”” unprefixed_class=””] Taxes.
- To edit the tax details click on ☰ button of the tax then click ✏️ Edit.
- After making changes in tax details click on [icon name=”floppy-o” class=”” unprefixed_class=””] Save.
- For deleting tax click on ☰ button of tax then click on [icon name=”trash” class=”” unprefixed_class=””] Delete.
- Above mentioned steps are similar for editing and deleting a group tax.
[ht_message mstyle="alert" title="" show_icon="" id="" class="" style="" ]If you are deleting a tax that is assigned/associated to an item in an Invoice/Estimate/Purchase Order/Credit Note then you cannot delete that tax until and unless you
1) Delete that Invoice/Estimate/Purchase Order/Credit Note in which that perticular tax is used. OR 2) Unassign that tax from added item in an Invoice/Estimate/Purchase Order/Credit Note.
