✏️ How to Update a Tax
Need to change a tax rate, update a name, or adjust which items a tax applies to? No problem! Editing taxes in your POS system is quick and easy—no accounting or technical skills required. 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 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.
- Select a Tax: Find the tax you want to update and click on it to open the details.
- Edit Tax Details: Fill in the tax detail. See Field Explanations for what each field means.
- Save Changes: Click Save. Your updates will take effect immediately for new sales.
💡 Tips
- Double-check your changes before saving to avoid mistakes on receipts.
- If you’re unsure about a setting, ask your accountant or local tax office for help.
- You can always edit or remove taxes later if your rates or laws change.
- Use clear, simple names so staff and customers understand what the tax is for.
🏆 Best Practices
- Review your tax settings regularly, especially if your menu, prices, or local laws change.
- Train your staff on how taxes appear on receipts and how to handle tax-exempt sales.
- Keep records of your tax changes for easy reporting and peace of mind.
For more help, see the documentation or contact support.