Manage Custom Tax Rules

Follow the steps below to change the end date for a tax rule .

1. On the Organization tab, click Custom Tax Rules for a company.
2. On the Tax Rules screen, click a Tax Rule hyperlink.
3. On the Edit: Tax Rule screen, Step 1: Jurisdiction Selection, click Next.
4. On the Edit: Tax Rule screen, Step 2: Details, type or select a new End Date.
5. Click Finish.

Tax rules should not be deleted unless a mistake is made when adding a tax rule. Tax rules that are no longer needed should be expired by changing the end date to a date in the past. Expiring a tax rule retains the information needed to determine how AvaTax processed a transaction .

1. On the Organization tab, click Custom Tax Rules for a company.
2. On the Tax Rules screen, select the check box next to one or more tax rules.
3. Click Delete.
4. Click OK to confirm deletion.

Follow the steps below to edit a tax rule and to select new values for the fields.

1. On the Organization tab, click Custom Tax Rules for a company.
2. On the Tax Rules screen, click a Tax Rule hyperlink.
3. On the Edit: Tax Rule screen, Step 1: Jurisdiction Selection, select different values for any of the fields, if desired.
4. Click Next.
5. Type, choose or select new values for any of the fields in Step 2: Details, if desired.
6. Click Finish.