taxes

I tried importing an item with a tax name which is similar to the tax I created manually. But instead of replacing the tax name, the tax got duplicated and now I have 2 taxes with the same tax name in the invoice. How do I resolve this?

When importing items, taxes are matched with three properties.

  • Tax Name
  • Tax Type
  • Tax Percentage

The values in your Zoho Books account and the CSV file should match perfectly. If there is a mismatch then Zoho Books would create a new tax.

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