1. Click "Invoices"

2. Click "Tax Settings"

3. TAX Settings

4. TAX Name

Here, you will find the name you've assigned to the tax, such as Sales Tax or Use Tax, as well as District Tax for a particular state, etc.

5. TAX Rate

Here, you will find the tax rate that you have set for the selected tax, such as 7.25%, etc.

6. TAX Description

Here, you will find the information you have provided for each tax. Below is an example of a tax description:

Tax Description: Statewide Sales and Use Tax 7.25%, which includes 1.25% of local taxes (1.00% Local Jurisdiction and 0.25% Local Transportation Fund).

7. Tax ID Number

This is the unique identification number assigned to the specific tax created in the system. If you haven't provided an ID for a particular tax from the list, this field will appear blank.

8. Created At

Here, you will find the date and time when you created the tax.

9. Click "Delete"

You can use the "Delete" option to remove a specific tax from the list of taxes you have created in your CRM. Please note that this will only delete one tax at a time, so clicking "Delete" on a single tax will not affect any other taxes on the list.

10. Click "Add Tax"

Click on the button to add a new tax.