Account Administrators can edit existing tax rates from the Tax Rates section of the Admin area.
Note: The Rate (%) cannot be changed when editing tax rates. If you need to change the rate you will need to add a new tax rate and delete any tax rates no longer needed.
To edit existing tax rates, follow the steps below:
1. Click the Account Name > Admin.
2. In the Rates section, click the Tax Rates subheading.
3. Click the Edit icon next to the relevant tax rate, or click the three dots icon and select Edit from the drop-down.
4. On the Details tab, edit the details for the existing tax rate.
Rate Name - edit the tax rate name, this will be what users see when selecting a tax rate.
Reference (optional) - edit or add a reference for the tax rate. This is typically where you input the tax rate reference/code from your accounting package for the tax rate.
5. On the Visibility tab, expand the collapsible headings and tick the checkboxes to select which departments, user groups and users can select the tax rate.
Note: Selecting 'No one' from the Visible to drop-down will hide the tax rate from your users. This can be useful if you don't want to permanently delete the tax rate.
6. Click Update.