Sales Tax

Configuration > Point of Service > Sales Tax

Sales Tax can be recorded at the Point of Service based on item and building configuration.

Sales Tax Screen

A screenshot of the sales tax configuration screen as described on this page.

  1. Name - search by name

  2. Include Inactive - check to include inactivated items in results

  3. Reset - click to reset search parameters

  4. Add New Sales Tax - click to add a new tax structure
    A screenshot of the sales tax rate modal as described on this page.

    1. Name - enter a name

    2. Description - enter a description

    3. Cancel - click to return to create new structure and be redirected to the individual sales tax screen (details below)

    4. Save - click to save changes

  5. Name - click to sort by name

  6. Active - click to sort by active status

  7. Pencil - click to be redirected to the individual sales tax screen

  8. < > - click to scroll through pages

The following structure exists by default:

  • No Sales Tax (protected)

Individual Sales Tax Screen

A screenshot of an individual sales tax configuration as described on this page.

  1. Name - change name if needed

  2. Description - change Sales Tax Description if needed

  3. Description - notice Sales Tax Rate Description

  4. Rate - notice tax rate

  5. Start Date - notice the tax rate start date

  6. End Date - notice the tax rate end date

  7. Pencil - click to edit existing tax rate
    A screenshot f the sales tax rate modal as described on this page.

    1. Description - enter Sales Tax Rate Description

    2. Rate - enter rate as a percentage (Ex: 8.25 NOT .0825)

    3. POS Sales Tax, Vendor Sales Tax - select whether this rate applies to POS sales or Vendor receipts

    4. Locality (Vendor Sales Tax only) - select whether this is the State Tax, County Tax, or Local Tax. Note: If POS Sales Tax is selected, State is the only available locality. Enter the entire sales tax rate as needed for POS Sales Tax.

    5. Start Date - select the tax rate start date

    6. End Date - select the tax rate end date or leave blank if the end date is unknown

    7. Cancel - click to return to the previous screen without saving changes

    8. Save - click to save changes

  8. (+) Add New Tax Rate - click to add a new tax rate. See Step 7 for details.

  9. Active - toggle active status

  10. Close - click to return to the previous screen without saving changes

  11. Save - click to save changes