How to remove tax condition in Tax Administration for expense type

[qtian]

In our Concur Test tenant, I created a new Tax Condition for expense type Airfare under Canada GST tax authority (path: Administration > Expense > Tax Administration). Chose Group "Airfare" and chose Modify. once get to Tax Rate page, I created new Tax Condition. But I would like to delete it and recreate it. The Remove button is greyed out. Is it because it was already used? How should I delete it?

Thanks in advance!

[qtian · Accepted solution]

Hi @rohanpatil,

Thank you so much for your response! I'll do what you suggested. 

Best regards

[rohanpatil]

Hi @qtian,

I would guess that it is indeed because you created a claim where this configuration was used.

My suggestion would be to rename the existing condition as xxx(old) and put an 'End date' for the condition on the 'Reclaim rates' page. Once this is done, create the new condition with the appropriate 'Effective date'.

Hope this helps.

[qtian · Accepted solution]

Hi @rohanpatil,

Thank you so much for your response! I'll do what you suggested. 

Best regards

[leedau · Accepted solution]

@qtian Let us know if you need further assistance after following the recommendations from @rohanpatil.

If you have some expense(s) or report(s) called upon the tax conditions,  you could see the grayed-out 'Remove' button. The conditions become locked in place to prevent issues with historical data. 

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