Add a new tax rate: Click the Add tax rate button at the bottom of the list. This will generate a new line item where you can fill in the name of the tax, tax rate and give you the ability to set the new tax rate as the default tax rate.

Edit a current tax rate: You may edit a current tax rate by clicking into the name or tax %. This will allow you to make the change on the spot! You can also select a new default by clicking the radio button beside the tax rate to the right.

Archiving a tax rate: You can archive a tax rate by clicking the three dots on the right of the tax name.

Un-archiving a tax rate: You can perform this by visiting the Archived Rates tab and clicking the three dots on the right of the tax name.

Making a change to the tax rate through the previous steps will not change the information of any current or past events. We do this to prevent issues later on with reporting past events. If you need to edit tax rates to an event that already exists you will need to perform the change within the event. Here's the steps to do this:

Navigate to the event from your main events page and click into it. Navigate to the Workroom of the event.

Scroll down to the Proposal Details section or click the Orders tab across the top of the workroom page.

If you would like to change the tax rate for the entire event, locate the Grand Total at the bottom of the orders section. If you have line items with prices you will have access to a pencil icon that you may click to edit the current tax rate.

If you would like to change the tax rate for an individual line item, locate it on the list and click into the current tax rate to make a change.