Understanding why old invoices change when you update your tax configurations helps you maintain accurate financial records, provides clarity on how tax settings impact invoices across your system, and ensures your accounting stays consistent and compliant.
Learn why existing invoices can change when editing tax configurations.
Accessing the features mentioned in this article
Where can I find this feature using the top menu?
- Manage > Ecommerce > Taxes
What more do I need to use this feature?
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Admin permissions to manage taxes.
Which Checkfront version supports this feature - classic items, classic products, or both?
- This feature is available in both our classic version using classic items (Inventory > Items) and our classic version using classic products (Inventory > Products). → Learn more about products
Currently, changes to tax configurations impact all future and historical tax data.
Each invoice only saves a Tax Amount and a Tax ID. As a result, the system does not save information such as the Tax Name and the applied rate (e.g., 5%) on the booking.
Each invoice only saves a Tax Amount and a Tax ID. As a result, the system does not save information such as the Tax Name and the applied rate (e.g., 5%) on the booking.
- If a Tax Name or rate changes, every invoice that uses that tax shows the new Tax Name and rate. The Tax Amount and Booking Total do not change.
- If the system adds a new item/product to a booking (or removes an item/product), the system recalculates taxes for all items/products on that booking.
- If someone edits an item/product, the system recalculates its taxes.
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Best Practice Refrain from changing existing taxes except for renaming a tax.
Instead, please: 1. Remove the current tax from all items/products.
2. Create a new tax with the new tax rate.
This way, the new tax is used going forward, and the old tax remains the same on existing invoices. |
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Learn more about ecommerce settings For a detailed look at configuring ecommerce settings, check out the following article: |