Skip to main content
All CollectionsWholesale
How to Archive a Tax Type
How to Archive a Tax Type
Andrew Day avatar
Written by Andrew Day
Updated over 10 months ago

If a tax type is deprecated or specific to a jurisdiction the license holder does not serve, you can archive the tax type to keep the menu of tax types organized.

Required permission(s): tax_type_read, tax_type_update

  1. In the Wholesale application, open the Settings tab.

    mceclip0.png
  2. Open the Tax Types sub-tab.

    mceclip1.png
  3. Select a tax type to open the Update Tax Type modal.

    mceclip2.png
  4. Click Archive. This summons a confirmation modal.

    mceclip3.png
  5. Click Archive again to archive the tax type. The tax type will no longer appear as an option when creating a Sales Order. Any completed or open Sales Orders will be unaffected.

    mceclip4.png

From the Tax Types tab, you can also Add a Tax Type or Update a Tax Type.

Did this answer your question?