Note
Once you have used a Tax Type on a Sales Order, TradeGecko will not allow you to make any changes to the Tax Type or delete it. This is in keeping with accounting best practices.
Step 1
Go to your Sales Orders, and select the respective order or use the search bar on the top right-hand corner.
Step 2
To ‘Edit/Delete’ a tax type, click ‘Void’ on the Sales Order with that Tax Type.
Keep in mind
If you void your Sales Orders, your stock levels and associated profits will be rolled back. The orders will not be reflected in any of your reports. If the invoice has not yet been paid for, it will be deleted on your accounting software as well.
Step 3
Go to Settings > Configurations > Tax Types.
Select the tax that you want to ‘Edit/Delete’.
Step 4
A pop up will appear. Make the necessary edits/changes to your tax amounts and click the ‘Save’ button.
Alternatively, if you want to delete a tax type, click on the ‘Delete’ button on the bottom left.