The tax rates to be used should now be in ERPLY, your next step is to apply the rate you created. You can apply this rate in several ways, depending on your usage scenario.
Note: Default tax rate applied at the register overrides tax rates set on items, or product groups. This is the most common and usually best set up.
Step 1: Click on RETAIL CHAIN, then click on Register & select the correct register.
Step 2: Choose default tax rate to be applied from the drop down
Step 3: Click SAVE to apply changes
Note: If you are logged into this Register currently, you may have to log out then back in again to apply the new setting.
You can assign tax rates by location and product group on the product group settings. The register must not have a tax rate on it for this to work. This is generally used for setting tax rates on Non-Stock Items (services) in groups, or groups that may have different tax rates.
Step 1: Navigate to Product Groups.
Step 2: Right click (ctrl-click on Mac) the specific Product Group to be updated and select Edit from the drop down.
Step 3: Choose a specific tax rate for any specific location.
Keep in mind, the tax rate chosen only affects the products within the product group at the location specified.
Note: If choosing to set all taxes by product group please note you will need to assign a tax rate to each one. If left to “default tax” it will take the tax rate from the register or product card.
Note: Tax rates are not "inherited" by lower product groups. If you want a tax rate on a child, or tree-d product group, you must set it in each group.
Step 3: Save your settings.
Note: If you are currently logged into affected registers, you may have to log out, then back in to apply the new setting.
Tiered tax rates are set up at shop level (Location), and are a lower priority than product group rates.
Example: If a shop sells both clothing and other kinds of items (non-clothing), you need to set up tiered tax as the default, and configure exceptions for all other product groups.
1) The sub-Threshold ($100) rate as the baseline, and goes to register card:
2) On location card, we will establish the over-threshold ($100) tier:
3) For all other product groups that do not need this type of rate, tiered tax rates need to be overridden using product group taxes.
A tax rate is attached to each product. No tax rate should be set on product group or register for this tax rate to be applied. This is generally only used if you have a lot of applicable taxes.
Tip: When items need to be taxed individually the most time-effective way to assign this to all of the items is to import this information. To do this, taxes should be set-up first, then the percent should be noted on the import sheet in the ‘tax rate’ column. There should be no % sign in the document. Please consult our import guide for more information on the import process.
Step 1: Select Product catalog under PIM module & click on the name of the item to open the product card.
Step 2: Choose your tax rate from the drop down in the tax rate box.
Step 3: Click Save to finalize.
Note: If this product is sold through a register with a tax rate applied, the register will override the tax rate.
Tax free in all locations: When this checkbox is set on the product card then it will override all VAT rates set on the item otherwise (by group, item, or register). This is for items that are never taxed, such as stamps, or some non-stock items.