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View Customer Tax Code Details

To view customer tax code details:

  1. Navigate to Taxes > Customer Tax Codes in the main menu.

  2. Find the line with the necessary customer tax code and click it.

    The following information is available immediately:

    • Code
    • Description
    • List of customers with this customer tax code
    • List of customer groups with this customer tax code
    View the details of the selected customer tax code

You can perform the following actions with a customer tax code:

  • View Change History — See the log of edits of this customer tax code by clicking the Change History link to the top right of the page.

    The log of edits of the selected customer
  • View details of the customer who is linked to this customer tax code — Click the line with the customer account details.

    Note

    You can edit the customer details to remove the link to this customer tax code, if necessary.

    Details of the customer who is linked to this customer tax code
  • Edit a customer tax code details — Click Edit to the top right of the page.

  • Delete a customer tax code — Click Delete to the top right of the page.

Browse maintained versions:3.11.6

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