In Settings/Tax Rates, you can merge tax rates that have the same percentage tax rate. Use this merge feature across multiple tax rate names when they all have the same state, sales, district, county, city and total sales tax percentages. 

Use the Sales Tax Merge to eliminate duplicate tax rates that have the same tax rate. In the example below, we have tax rate names for cities such as Park Ridge, Arlington Heights and Des Plaines, and yet they all have the same 10% tax rate. 

Merging these rates helps reduce the amount of tax entries in your tax rate page.

Create a new tax rate. You'll merge other tax rates into it. Enter a zip code that matches one of the tax rates that you want to merge. Click the Discover button and click the import <= button to populate the fields on the left side of the page.

Enter a tax name and click the green Update tax rate button at the bottom of the page.

In Settings/Tax Rates page, click on a tax rate that is going to go into the newly created tax rate. In this example we'll start by moving Merge example 1 (Park Ridge) into Merge Example NW Suburbs. You start by clicking Merge example 1. Go to the bottom of the page and click the Merge... button.

The Merge Tax Rate dialog box appears. To the right of the Merge To: label, click the drop-down list and select the newly created tax rate name (Merge Example NW Suburbs). 

In the From Date field, select the date that you want this merge to begin. Caution: This update will modify all associated documents in this tax rate name and may change the total value of estimates, work orders and invoices. If you merge tax rate names that have different percentages, it will make tax reporting a big challenge.

If you want to include completed documents, click the check box Include Completed Documents. Checking this option will include completed work orders, paid invoices and accepted estimates in the update.

Be very careful.  When you include completed documents, and you go back before today's date, it may mean that paid-in-full invoices will now be not paid in full. They will be unpaid or overdue based on your billing terms. Customers might receive late payment reminders based on your settings in Late Payment Reminders.

Click the Merge button. Continue merging existing tax rate names into the newly created tax rate name. 

Note The merge doesn't remove the tax rate completely, it makes the tax rate name inactive.

Also included in this feature is the ability to update associated documents within a single tax rate. When a new tax rate appears, update the tax rate. Click the Discover button and click the import <= button to populate the fields on the left side of the page. Or, update the fields manually.

At the bottom of a tax rate name page, click the check box Update Associated Documents. This will re-calculate taxes with the new tax rate value for work orders, invoices and estimates starting with the specified date you select. Select the date when the new tax became/becomes effective. 

Click the check box Include Completed Documents. Checking this option will include completed work orders, paid invoices and accepted estimates in the update.

Be very careful When you include completed documents, and you go back before today's date, it may mean that paid-in-full invoices will now not be paid in full. They will be unpaid or overdue based on your billing terms. Customers might receive late payment reminders based on your settings in Late Payment Reminders.