Applying and Exempting Taxes

Applying and Exempting Taxes

Overview

After creating taxes in Back Office, you can choose to either include or exempt taxes from a specific order in POS and then view the taxes applied to the order.

 

Requirements 

  • In Back Office, you must have added the tax agency that is assigning the tax and the specific tax you want to apply to the order on the Tax Agency and Tax Manager pages (found under Settings in the left navigation menu). Click on Tax Agencies and Tax Manager to learn more.

 

Applying Order Taxes

1. Log in to Back Office and go to Settings--->Store Settings--->select the Taxes tab and then select the Add taxes to order by default box.

2. Select the + sign and select the tax created in Tax Manager that you would like to be added to orders in the store by default. 

3. Click the Done button.

4. Log in to POS and synchronize the data.  

  • The default tax set in Store Settings will automatically be added to each order.

 

Applying Line-Item Taxes to Products

1. Log in to Back Office and go to Inventory--->Products---->click on the Taxes tab.

2. Select the store(s) you would like the product to be assigned the tax form from the Store drop-down and then click + button

3. Select the tax name that was created in Tax Manager that you would like to be assigned to the product from the Name drop-down.

4. Click the Done button.

5. Log in to POS and synchronize the data. 

  • When you select a product for the shopping cart with a tax set on the Products page, the tax will automatically be added to the order. 

 

Providing Tax Exemptions

  • After selecting item(s) for order, click the More menu on the bottom of the screen and then select Remove Tax from the pop-up. 

 

  • Click the More button--->Add Tax to add the tax back in.

 

Change the Default Tax

1. Log in to Back Office and go to Settings--->Store Settings--->select the Taxes tab.

2. Select the + sign and select the tax created in Tax Manager that you would like to be added to orders in the store by default.

3. Select the Allow to change taxes before the transaction box and then add other taxes to the store. 

4. Click the Done button.

5. Log in to POS and synchronize the data. 

6. Select the More button--->Change tax.


 

7. Select the tax you want to charge for the order instead of the default tax (the default tax will remain for future transactions unless changed in Back Office).

 

Include Tax 

To have tax included in the price of an order, click the More button--->Include Tax from pop up.


  • The tax will be deducted from the customer and will instead be paid by your store. 

 

  • Click on More button--->Exclude Tax to once again place a tax on customers. 

 

View All Taxes Applied to Order

A) In shopping cart: In POS, after selecting product(s) for order, you will be able to view the list of taxes and their respective tax values applied to the order. 

 

B) On printed/emailed receipt: A list of taxes for the order will also appear on the printed/emailed receipt. 

 

C) On Order Details screen: You can only view the total tax applied to order and not the list of individual taxes.

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