Retail Back Office: Products/Items - Taxes

Retail Back Office: Products/Items - Taxes

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Navigation: Log into the BO for your Store, then select Product/Items > Taxes



The Taxes page displays all the Taxes that are created in Products/Items will appear here in table view. Tax refers to a charge placed on the Order based on the Retail Item(s) sold. Although, some Retail Item(s) sold may be exempt from a Tax. It displays the table which contains the following columns:
  1. Name - The Name of the Tax.
  2. Apply To - How the Tax is applied (Item, Receipt, Tax on Item Tax, Tax on Receipt Tax)
  3. Percentage - The Percentage that the Tax will apply to (if Percentage was selected)
  4. Amount - The Amount that will be applied with the tax (if Amount was selected)
  5. Inclusive - Inclusive or not (Yes/No)
  6. Apply For - The other Taxes this Tax will be applied to (for Tax on Item Tax or Tax on Receipt Tax)
  7. Actions - Edit and Delete. Edit can update tax details and Delete to deactivate the Tax


Create a New Tax

Click the + New Tax button at the upper-right. The New Tax page appears.
  1. Name - (Mandatory) Enter the Name of the Tax.

  2. Code - Enter the Tax Code (if needed).

  3. Tax Type - Select how the Tax will be applied (Amount or Percentage). Enter the Amount or Percentage accordingly.
         
    1. Note: The defined Tax Type can't be changed after Save, as per the alert message.

  4. Include in Daily Summary Report - Select whether the Tax is to be included in the Daily Summary Report.

  5. Apply To depends upon the Tax Type selection:

    1. If Amount was selected, then Item will be auto-selected with all other options locked-off.

    2. If Percentage was selected:

      1. Item - If selected, the Tax will be applied to Item(s) based on the set Percentage.

        1. Select if the Tax will be Inclusive and if it will be the Default Tax (Yes or No).


        2. Select if the Tax will be Quantity Based (Yes or No). If Yes, then Inclusive will be disabled and a table appears with columns for Quantity and Percentage. Click + Add Percentage to add a new row to the table, then enter the Quantity and corresponding Percentage of the after-tax value. Message will appear next to Tax Type.


      2. Receipt Tax - Enter the Receipt Amount that will trigger the Tax, and whether it will be applied on the Subtotal.
         

      3. Tax on Item Tax - Select the other Item Taxes that this Tax will be applied to.

      4. Tax on Receipt Tax - Select the other Receipt Taxes that this Tax will be applied to.

  6. When ready to create the New Tax (and all mandatory fields have been filled in), click Save at the upper-right.


  7. You are returned to the main Taxes page, where the newly created Tax appears along with the confirmation message 'Tax Saved Successfully'  appears at the upper-right.



Edit and Update a Tax

  1. Identify the Tax to be updated, then under the Actions column click the corresponding Edit (pencil) button.


  2. On the Update Tax page that appears, update information about the Tax as needed.
    1. Reminder: The defined Tax Type cannot be updated on an already saved Tax.


  3. When ready (and all mandatory fields are filled-in), click Update at the upper-right.


  4. You are returned to the main Taxes page, where the Tax will be updated and the confirmation message 'Tax Updated Successfully' appears at the upper-right.

 

Delete (Deactivate) a Tax

  1. Identify the Tax to be deleted, then under the Actions column click the corresponding Delete (trash can) button.


  2. On the Delete pop-up that appears, select Delete to delete (deactivate) the Tax.

    1. Select X Close / Cancel to keep the Tax active.

  3. Once Delete button is selected, you are returned to the main Taxes page where the Tax will be deactivated and the confirmation message 'Tax Inactivated Successfully' appears.

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