On occasion, you may need to delete a sales tax or sales tax agency. For instance, a sales tax agency for a local tax that has expired may need to be deleted after all transactions associated with it have been purged.
Generally, you will not want to delete a sales tax or agency until it is not used anywhere in the system and until all transactions that used it have been purged at your year-end close-out.
To delete a sales tax or agency, follow the steps below.
Warning! Limitations on deleting sales taxes or agencies:
You will not be able to delete a sales tax that is associated with existing transactions in the system.
You will not be able to delete a sales tax that is used in a customer record.
You will not be able to delete a sales tax agency that is used on a sales tax.
- Select Maintain, then Sales Taxes.
- Select Delete a sales tax or sales tax agency. This will open the Delete Sales Taxes window.
- Highlight the sales tax or agency that you want to delete.
- Click Delete.
- Select Finish when you are done.