Mass Change Sales Tax Category

When you add an item there is a field for the sales tax category. This can also be changed from the Item Details page or any report showing the sales tax category.

The sales tax categories will often be set up after many items have already been added. In these cases, you can quickly and easily set the sales tax category for many items at once using the Mass Changes feature in Auctria.

Modify Items to Change the Tax Category

Open the Items List using the Items List icon in the upper left or under Items -> All Items

Filter the Items List to show the Items you wish to change the sales tax category for. A good way to do this is by using the Category filter if your items are set up that way.

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Items belonging to the selected filter will be listed.

Be sure that the items listed are the ones you wish to set the sales tax category for.

Click the Options icon in the upper right. A drop-down menu will appear. Select the Make mass changes checkbox.

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Two new fields will appear on the items list that will allow you to make changes.

Click the arrow in the change field and scroll down to select Sales tax category.

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Use the drop-down selector for the on the selected records to option and select the sales tax category you want to change to.

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Select the items you want to assign the sales category to. If you want to select all the items listed, click the box in the upper left corner of the list so that every row has a green check mark on the left. To de-select a row, click the check mark so the box is empty. All selected rows (those with a green check mark) will be modified. When you've selected the correct items, click Modify Records.

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A popup window will appear asking you to confirm the changes. Click Continue.

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Last Updated: 5/16/2019, 9:25:55 PM