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Delete tax zone with an existing Tax Transaction

  • December 20, 2024
  • 2 replies
  • 63 views

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Hi, we are trying to delete a Tax Zone but encountering an error that it is related to a tax transaction that I cannot seem to find. Is there a way to deactivate it instead? Thank you so much in advance. tax

 

Best answer by Laura03

Hello, 

After trying to delete and seeing the error, please look in Tools —> Trace for more detail to help identify the customer, vendor, or Branch that is using the Tax Zone. (If you have not done so already.)

I don’t think there is a checkbox to deactivate tax zones. The Tax Zone description could be changed to Do Not Use, zips or states can be removed from the second tab,  and tax ids removed from the first tab. As a result of these removals, tax will calculate 0% for any customer,  vendor or Branch that is linked to the tax zone.

 

Laura

2 replies

Laura03
Captain II
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  • Captain II
  • Answer
  • December 21, 2024

Hello, 

After trying to delete and seeing the error, please look in Tools —> Trace for more detail to help identify the customer, vendor, or Branch that is using the Tax Zone. (If you have not done so already.)

I don’t think there is a checkbox to deactivate tax zones. The Tax Zone description could be changed to Do Not Use, zips or states can be removed from the second tab,  and tax ids removed from the first tab. As a result of these removals, tax will calculate 0% for any customer,  vendor or Branch that is linked to the tax zone.

 

Laura


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  • Author
  • Jr Varsity III
  • December 21, 2024

Hello, 

After trying to delete and seeing the error, please look in Tools —> Trace for more detail to help identify the customer, vendor, or Branch that is using the Tax Zone. (If you have not done so already.)

I don’t think there is a checkbox to deactivate tax zones. The Tax Zone description could be changed to Do Not Use, zips or states can be removed from the second tab,  and tax ids removed from the first tab. As a result of these removals, tax will calculate 0% for any customer,  vendor or Branch that is linked to the tax zone.

 

Laura

I cannot seem to find the related Tax Transaction. This might be a feasible workaround. I believe topic can be closed. Thanks.