View Customer Tax Code Details, Linked Customer Accounts and Change History
To view a Customer Tax Code details:
Navigate to Taxes > Customer Tax Codes in the main menu.
Find the line with the necessary Customer Tax Code and click on it.
The following information is available immediately:
- List of customers with this customer tax code
- List of customer groups with this 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 on the Change History link to the tp right of the page.
View details of the Customer who is linked to this customer tax code: Click on the line with the customer account details.
You can edit the customer details to remove link to this customer tax code, if necessary.
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.