Deleting a Tax

The system allows you to permanently delete taxes that are not used in the system. If the tax has been used in previous transactions, you will be offered the option to disable it instead of deleting it.

Before You Begin

• Make sure you have the permission to manage tax settings in your role.
• A tax that has been used in any transaction cannot be deleted — in this case a disable option is offered instead. Refer to the Disabling a Tax guide for more details.

Steps to Delete a Tax

• From the main menu click “Settings“.
• Click “Tax Settings“.
• Find the required tax in the list.
• Click the delete icon (−) next to it.
• A confirmation window appears — click “Confirm” to complete the deletion.
• Click the “Save” button to proceed.

How the System Works Upon Deletion

• The tax is permanently deleted from the system and cannot be restored.
• It immediately disappears from all dropdown menus in all transaction types.
• The deletion is recorded in the general activity log.

Validation Rules

If the tax has been used in at least one transaction it cannot be deleted. A guidance window appears instead of the confirmation window offering the disable option. If a direct deletion is attempted the following message appears: “The tax cannot be deleted because it is used in recorded transactions.“

Notes

• Deletion is permanent and cannot be undone — if you want to stop using the tax temporarily without deleting it use the disable option.