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May 26, 2020
Question

Hi I have added some tax codes in error, how can i delete them

  • May 26, 2020
  • 1 reply
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1 reply

PatriciaT
May 26, 2020

Hi Claudia

 

Thanks for reaching out. I know how convenient it is to have control over the settings in your account. I'll be happy to assist you with this.

 

Completely deleting a tax rate is not currently an option, as this could negatively impact your historical tax returns. ​​​​​To ensure data integrity in QuickBooks Online, the best way to handle a tax rate you aren't using is to make it inactive. Here's how to do that.

 

To make a sales tax code inactive

  1. Select Taxes from the left menu
  2. Select Sales Tax at the top
  3. Select Manage sales tax
  4. On the Tax agencies tab, locate the tax agency associated with the sales tax rate you wish to make inactive
  5. Select Make inactive in the Actions column next to the rate you wish to make inactive
  6. You'll know the sales tax rate has been deactivated when you see Make active in the Actions column for that sales tax rate

Doing this hides the rates from the tax selection menu on all transactions. If you'd benefit from additional options in managing inactive tax rates, feel free to submit feedback directly to our engineers through the Gear icon Feedback. Your comments are crucial in driving innovation to offer the best QuickBooks experience we can.

 

To assist you in creating new tax codes here's a useful article: How to set up a new sales tax code

 

I hope this helps you get back on track. If you have any other questions, don't hesitate to reach back out.

 

Have a great day!