You can edit a tax rate by following these steps:
- Click Settings in the left sidebar.
- Under the Business section, click Tax Rates.
- Click on the tax you want to edit from the list.
- On the Edit Tax page, you can update:
- Tax Name -- Change the name of the tax.
- Auto-apply settings -- Check or uncheck whether the tax automatically applies to new parts/products or labor items.
- Click Update Tax to save your changes.
Note: The Tax Rate (%) and Tax Type (exclusive/inclusive) cannot be changed after a tax is created. If you need a different rate or type, archive the current tax and create a new one.
On the Mobile App
- Tap the More tab (bottom right).
- Tap Settings.
- Tap Tax Rates.
- Tap the tax rate you want to edit.
- Update the fields and save your changes.