Tax Rate Setup

9 Articles

Expanded Checkout Fee Tax Options

We’ve expanded the flexibility of tax options for checkout fees. As part of this release, if you don’t have Apply Fee To Taxes or Fee is Taxable enabled, Apply Fee To Taxes is enabled by default. If…

Set Tax Rates for an Individual Item

Some default tax settings apply to a newly added item, but you can adjust the settings as needed for any items in Item Details.

Enable Checkout Fee

  • Update: Customer Service Fee is now Checkout Fee. This change complies with major card brand requirements.
Retailers, restaurants and other businesses can implement a checkout fee to help with business expenditures, maintain exceptional service, and provide competitive…

Item Details: Tax & GL Tab Changes

Tax Group Codes, Revenue Class, and Revenue Center selections are now on the Tax & GL (General Ledger) tab.

Set Tax Rate for an Individual Service

Tax rates are usually set when a service is first created, but tax rates can be added or adjusted to an existing service.

Set General Tax Rates

Tax rates are configured in Settings. Tabs in Tax Settings correspond to different types of taxes: General, Per Unit, and Pre & Post. On each tab, tax rates are defined in Groups. Tax Groups are labeled alphabetically…

Set Per Unit Tax Rates

Tax rates are configured in Settings. Tabs in Tax Settings correspond to different types of taxes: General, Per Unit, and Pre & Post. On each tab, tax rates are defined in Groups. Tax Groups are labeled alphabetically…

Set Pre & Post Tax Rates

Tax rates are configured in Settings. Tabs in Tax Settings correspond to different types of taxes: General, Per Unit, and Pre & Post. On each tab, tax rates are defined in Groups. Tax Groups are labeled alphabetically…