We do not recommend editing or deleting a tax rate once it has been used, as this will make all historical data using that tax rate incorrect. Instead, create a new tax rate and archive any old rates.
Create a new Sales Tax / VAT / GST rate
Go to Settings
Click Manage Sales Tax
Click '+ New'
Enter a name for this tax rate
Enter the percentage rate
Set Default to 'Y' if this will replace your current default tax rate
Click 'Save'
There will be an extra field to complete if you are using Quickbooks or Xero integrations, please refer to those pages for detailed instructions.
Archive an old tax rate
Go to Settings
Click Manage Sales Tax
Use the pencil icon to edit the rate
Set Archived to Y
Click Save
The rate will now longer appear as a selection when creating line items in Jobable, but will still be applied to any historical data.
Override default VAT by customer
If you wish to apply a different tax rate to specific customers:
Search for your customer and click their name
Click the pencil icon to edit the customer
Select the correct tax rate from the 'Default Tax' selection box
Click 'Save'
Remote will use the default tax rate in its VAT calculation, unless the Customer has a different tax rate set.