Deleting a tax code

Let's get this sorted out, Lynnette1969.

Tax codes are the determiners whether the items are taxable or not. There are several reasons why the tax code appears in your customer transactions. It could be:

• The customer profile in QuickBooks is taxable.
• The items are taxable.

Here are the things that we can do:

1. Make the "P" tax code active temporarily.
2. Ensure that it is not the default tax code in the Preferences.
3. Review the customer profile's Sales Tax Settings.
4. Review the item's Tax Code.
5. Change the tax code on the existing transactions.
6. Make the tax code inactive.

Here's how to make the tax code active:

1. Click Lists at the top menu and select Sales Tax Code List.
2. Mark the Include inactive box at the bottom.
3. Remove the X mark on the P tax code.

Here's how to review the default tax code in the Preferences:

1. Click Edit at the top menu and select Preferences.
2. Select Sales Tax and go to the Company Preferences tab.
3. Review the default Taxable item code and change it if necessary.
4. Click OK.

Here's how to review the customer profile:

1. Click Customers at the top menu and select Customer Center.
2. Double-click the customer profile and go to the Sales Tax Settings tab.
3. Review the TAX CODE field.
4. Click OK.

Here's how to review item's tax code:

1. Click Lists at the top menu and select Item List.
2. Double-click on the item and review the Tax Code.
3. Change it if necessary and click OK.
4. Do this to the other items.

Then, we can review the transactions and change the tax code:

1. Open the existing transactions and change the tax code.
2. Click Save and select Yes to confirm the action.

Lastly, you can make the tax code in active again and sync with your lawn care software.

Let me know how this goes so we can further assist you. Have a great day!