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How do I edit an existing tax rate in Zoho ERP?

The default tax rates available when you create an organisation cannot be edited. However, you can edit the tax rates you had created earlier. Here’s how::

  • Go to Settings.
  • Under Organization Settings, select Taxes under Taxes & Compliance.
  • Select Taxes in the left pane.
  • Hover over the tax rate you want to edit, click the dropdown icon next to it, and select Edit.
  • In the Edit Tax page, make the required changes.
  • Choose the transactions for which you want to update these tax details. The available options include: Draft Invoices and Draft Sales Orders.
  • Check the option I accept that updating the tax will mark the existing tax inactive, create a new one, and update it in chosen transactions.
  • Click Save.

The chosen tax rate will be updated.