How to delete a sales tax or sales tax agency

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 the Delete button.
Select Finish when you are done.

What do you want to do next?

Add a new sales tax agency to an existing sales tax

Edit an existing sales tax or sales tax agency

Remove a sales tax agency from a sales tax

Create a new Sales Tax ID

Set up a customer

Perform other accounts receivable tasks

Read the sales tax overview