➕ How to Create a Tax
Setting up taxes in your POS system is simple and doesn’t require any accounting or technical background. This guide will walk you through each step, so you can make sure your store is charging the right tax every time.
📍 Step-by-Step Guide
- Open the Menu: Click the ☰ sidebar hamburger menu to open navigation.
- Go to Store Settings: Select Store Settings from the menu.
- Go to Taxes: Under Store Settings, Select Taxes from the list to proceed to the tax management page.
- Add a Tax: Click the Add Tax or Create Tax button (usually at the top right or bottom of the tax list).
- Enter Tax Details: Fill in the tax detail. See Field Explanations for what each field means.
- Save: Click Save. Your new tax will now be used for future sales.
💡 Tips
- Use clear, simple names so staff and customers understand what the tax is for.
- Double-check your local tax rates and rules before setting up.
- You can always edit or remove taxes later if your rates or laws change.
- If you’re unsure about any setting, ask your accountant or local tax office for help.
🏆 Best Practices
- Review your tax settings regularly, especially if your menu or prices change.
- Train your staff on how taxes appear on receipts and how to handle tax-exempt sales.
- Keep records of your tax reports for easy filing and peace of mind.
For more help, see the documentation or contact support.