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Delete a tax rate

Learn how to delete a tax rate to permanently remove it.

J
Written by Jack
Updated over 3 weeks ago

If a tax rate is no longer required, an Account Administrator can delete the tax rate from the Admin area.

Note:

  • Any expense (or invoice or purchase request) history will not be affected when you delete a tax rate.

  • If you do not want to permanently delete a tax rate, you can edit it and make it invisible to all users instead.

To delete a tax rate, follow the steps below:

1. Click the Account Name > Admin.

2. In the Rates section, click the Tax Rates subheading.

3. Find the tax rate you want to delete, then click the three dots icon next to the tax rate and select Delete from the drop-down.

Note: If you need to delete more than one tax rate, tick the checkboxes next to each tax rate, then click the Actions button and select Delete from the drop-down.

4. Click Continue in the Delete Tax Rate confirmation window to delete the tax rate.

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