Multi-store retailers: If you share tax rates between locations, category flat taxes must be checked under Shared Tax Data in Options.

Please note that Category Flat Taxes cannot be edited by line item within a sale transaction. To exclude individual customers, edit their Customer Record by applying a Tax Exception. 

Unhide the tax rate

1. Navigate to Database Explorer > Tax Rates
2. Enable the Show Hidden option near the top right corner
3. In the ID column select the Name of the Tax Type you'd like to use and click the Restore icon.
   1. If you will be creating a custom Tax Type you can select any of the Hidden Tax Types to Restore.
4. Click ‘Yes’ to the Retore this Item prompt.

Edit the Tax Type

1. Double click on the Tax Type.
2. In the Edit Tax Type screen you can set:
   1. Rate
   2. Description
   3. QuickBooks Account
3. Click Save.

Additional Tax Articles

• Configuration - Add a Tax Exception Reason
• Configuration - Change a Tax Rate During a Sale
• Configuration - Set Up a Category Flat Tax