How to Update a Tax
You can change a tax name, rate, or type at any time. Updates take effect immediately for all new sales.
Step-by-Step Guide
- Open the sidebar menu.
- Select Store Settings.
- Select Taxes to open the tax management page.
- Click on the tax you want to update.
- Edit the fields you need to change. See Field Explanations for details on each field.
- Click Save. Your changes apply to new sales right away.
Tips
- Double-check your changes before saving to avoid receipt errors.
- Ask your accountant if you are unsure about a setting.
- You can always edit or remove taxes later as rates or laws change.
- Use clear names so staff and customers understand each tax.
Best Practices
- Review your tax settings regularly, especially after menu, price, or regulatory changes.
- Train staff on how taxes appear on receipts and how to handle exemptions.
- Keep a record of tax changes for reporting purposes.