Disabling a Tax

The system allows you to disable taxes used in the system instead of deleting them, which prevents them from being used in any new transactions while keeping their historical records intact.

Before You Begin

• Make sure you have the permission to manage tax settings in your role.
• A tax cannot be deleted if it has been used in previous transactions — disabling is the available option in this case.

Steps to Disable 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.
• Upon clicking “Save” a message will appear indicating that the tax is in use and offering two options:
  • Disable: To deactivate the tax while keeping its records.
  • Cancel: To go back without any changes.
• Click “Disable” to complete the process.

How the System Works Upon Disabling

• The tax is immediately set as inactive.
• It disappears from all dropdown menus in new transactions (sales invoices, purchases, point of sale, bookings, and others).
• It remains visible on all previous transactions that used it and their values are not affected.
• The disabling action is recorded in the general activity log.

Steps to Re-enable a Disabled Tax

• From Settings → Tax Settings.
• Find the inactive tax in the list.
• Click the activate icon (✅) next to it.
• Click “Save” to complete the re-activation.

Validation Rules

• If the tax has not been used in any transaction it can be deleted directly without going through the disable window.
• A disabled tax cannot be selected in any new transaction.

Notes

• A tax can be re-enabled at any time without any restrictions.
• Disabling a tax does not affect historical financial reports — values calculated with it remain as they are.
• If you want to hide a tax temporarily without permanently deleting it, disabling is the most suitable option.