đď¸ How to Delete a Tax
If you no longer need a certain taxâmaybe your rates have changed, or a tax is no longer requiredâyou can easily remove it from your POS system. Deleting a tax helps keep your setup tidy and ensures youâre only charging whatâs needed. No technical or accounting skills required!
đ Step-by-Step Guide
Option 1: Delete a Tax from the list:
- Open the Menu: Click the â° sidebar hamburger menu to open navigation.
- Go to Store Settings: Select Store Settings from the menu.
- Go to Taxes: Under Store Settings, Select Taxes from the list to proceed to the tax management page.
- Find Taxes: Find Taxes to see your current list of tax rates.
- Delete Tax: Click the Delete or Remove button.
- Confirm Deletion: Youâll be asked to confirm. Click Yes or Confirm to permanently remove the tax from your system.
Option 2: Delete a Tax from the Item:
- Open the Menu: Click the â° sidebar hamburger menu to open navigation.
- Go to Store Settings: Select Store Settings from the menu.
- Go to Taxes: Under Store Settings, Select Taxes from the list to proceed to the tax management page.
- Find the Item: Navigate to the item that has the tax you want to remove.
- Edit Item: Click Edit to open its details.
- Remove Tax: Click the Remove or Delete button (usually at the top or bottom of the page).
- Confirm Removal: Youâll be asked to confirm. Click Yes or Confirm to remove the tax from that item.
â ď¸ What Happens When You Delete a Tax?
- The tax will be removed from your list and will no longer be applied to new sales.
- Any past sales or reports will still show the tax as it was at the time of sale.
- You can always add a new tax later if your needs or laws change.
đĄ Tips
- Double-check before deletingâdeleted taxes cannot be restored.
- Only delete taxes youâre sure you no longer need.
- If youâre unsure, you can always edit the tax instead of deleting it.
- Keep your list tidy by removing outdated or unused taxes.
đ Best Practices
- Review your taxes regularly and remove any that are outdated or unused.
- Use clear names so staff can easily find and manage taxes.
- Communicate changes to your team so everyone knows the current tax setup.
For more help, see the documentation or contact support.