🏷️ How to Attach Tax to Products or Services
Want to make sure your products or services are charging the right tax? Attaching a tax to items in your POS system is easy and doesn’t require any technical or accounting skills. This guide will walk you through the process step by step.
📍 Step-by-Step Guide
- Open the Menu: Click the ☰ sidebar hamburger menu to open navigation.
- Go to Products/Services: Click Products or Services from the menu list.
- Select an Item: Click on the product or service you want to attach a tax to.
- Edit Item Details:
- Look for the Tax section in the item’s details.
- Choose the correct tax from the dropdown or list (like "VAT" or "Service Tax").
- If you don’t see the tax you need, make sure it’s set up in your Taxes section first.
- Save: Click Save. The selected tax will now be automatically applied whenever this item is sold.
💡 Tips
- Double-check that each item has the correct tax attached, especially if you sell a mix of taxable and non-taxable items.
- You can attach different taxes to different products or services as needed.
- If you change a tax rate, all items using that tax will update automatically.
- If you’re unsure which tax to use, ask your accountant or local tax office for help.
🏆 Best Practices
- Review your items and their tax settings regularly, especially if your menu or prices change.
- Train your staff to check tax settings when adding or editing products and services.
- Keep your tax list tidy by removing unused or outdated taxes.
For more help, see the documentation or contact support.