Adding a New Sales Tax Rate Version

Overview

Sales Tax Rate versioning allows you to update an existing sales tax rate that allows the new rate to go into effect on a specified date without having to apply a brand new rate to records.

Steps

  1. Navigate to the Tax Rules list.
  2. Select the Sales Tax Rates tab.
  3. Choose the tax rate you wish to update with a new version.
  4. Click New Version +.
    • The existing rate's details will be copied.
  5. Enter in a new effective date for the updated rate.
  6. Update the rest of the fields as needed.
  7. Once finished, click Save to confirm your changes.