Remove Custom Tax Rates

Beginning in version 19.1, the way tax information is stored was reworked to improve historical reporting. Because of this, there are some limitations to tax settings within the software. In order to upgrade from a version with the old tax structure, no subcategories can have a custom tax rate. Additionally, the option to add more than 15 tax codes or apply a custom rate are not available once you have upgraded. If you have custom tax rates, you will need to change them to either Yes or No in Manager Console.

1. From Manager Console, click Inventory.

2. Double-click Categories.
   
   

3. Select a Category that contains a Sub-Category with a custom tax rate.
   • If you don't know which categories and sub-categories contain which tax rates, you may have to check all of the sub-categories in all of the categories.
4. Click Edit.
5. Click Sub-Categories.
   
   
   
   
6. Select a Sub-Category with a custom tax rate.
   • If you don't know which have custom tax rates, look at the Taxable column in the bottom table. If the entry or entries say Yes or No, you don't need to make any changes. If any item in the Taxable column says Custom, you will need to change it.
     
     
     
     
7. Click Edit.
8. For any Tax Rates that have Custom selected in the Taxable field, click the pull-down and choose either Yes or No.
   
   
   
   
9. When you have changed all the Custom tax rates to Yes or No, click OK.
10. Repeat this process for every subcategory, in every category, with a Custom tax rate.