Overview
Tab Path: Tax > Change Tax Code Worksheet
The Change Tax Code Worksheet is a bulk-maintenance tool for product tax codes. QBM loads product records, shows the current tax code, and allows a new code to be marked before saving.
This guide is based on the worksheet logic that QBM uses, including how changed rows are highlighted and how only items with a new tax code are updated.
Main Screens
| Screen | Tab Path | Use It For |
|---|---|---|
| Change Tax Code Worksheet | ||
| Tax > Change Tax Code Worksheet | ||
| Review current product tax codes and apply a new code in bulk. |
Important Fields And Controls
| Field Or Control | What It Means |
|---|---|
| Current Tax Code | Shows the existing tax code on the loaded item. |
| New Tax Code | Shows the replacement code that will be applied when saved. |
| Tax Code Selector | Choosing a tax code applies it to the visible worksheet rows. |
| Filtered Rows | The worksheet respects filtering, so filtered-out rows are not treated the same as visible rows during review. |
| Green Highlight | QBM marks changed New Tax Code cells with a green-yellow highlight so users can see what will change. |
How It Works
- The worksheet loads product records and excludes tax-item type records from the change set.
- QBM adds visible worksheet columns for the current tax code and the proposed new tax code.
- When the selected replacement tax code is different from the current one, QBM marks the new tax code value and highlights it.
- Only rows that actually carry a new tax code are included in the final update.
Recommended Workflow
- Open the worksheet and allow QBM to load the available item records.
- Filter the list if you want to update only a defined set of products.
- Choose the replacement tax code from the selector.
- Review the highlighted New Tax Code values carefully, and remove the change from any row that should not be updated.
- Save the worksheet to apply the new tax code to the selected items.
Best Practice
- Use this tool for controlled bulk changes, not for day-to-day one-off edits.
- Filter the item list before applying the replacement code when the change is only for one item group.
- Review changed rows visually before saving, especially after broad filters or category changes.
- Test one or two items afterward in ordinary transaction entry to confirm the new tax behavior is correct.