Crosstally | Help Center
Taxes
Adding Taxes

To accurately track the taxes applicable to your business transactions, you can easily add new tax rates. Follow these steps:

1. Navigate to Taxes:

Locate and click on the Taxes option in the main menu.

2. Add a New Tax:

Click on the Add Tax button. Enter the details for your new tax rate, including the tax name, rate percentage, and any additional notes.

3. Save Changes:
Click the Save button to confirm your changes.

Deleting Taxes

To remove taxes that are no longer needed, follow these steps:

1. Navigate to Taxes:

Access the Taxes section from the main menu.

2. Select the Tax:

Click on the taxes you wish to delete.

3. Delete Taxes:

Look for the Delete button. Confirm the deletion when prompted.

Editing Taxes

If you need to modify the details of a tax rate, follow these steps:

1. Navigate to Tax:

Go to the Taxes section from the main menu.

2. Select the Tax:

Click on the tax you want to edit.

3. Edit Tax Details:

Look for an Edit button. Update the tax name, rate percentage, or any other relevant information.

4. Save Changes:

Click the Save button to confirm your changes.