Back Office Tax Locations and Jurisdictions
January 23, 2024
Description
How to add, edit and remove a selling location and tax jurisdictions
If you sell from multiple locations that require different tax rates (such as a food truck that moves between municipalities), the system allows you to set up and report on multiple tax jurisdictions that are calculated independently of each other for those selling locations that require unique tax scenarios. Tax jurisdictions can be itemized on receipts, as is often required by local regulations.
Add, edit or remove a tax location
Tax jurisdictions are tied to your tax categories and selling locations. This means when you add a selling location, you can designate any local tax jurisdictions. Additionally, if you have already set up your tax locations and categories, you can simply edit the tax location to enable tax jurisdictions.
After completing these steps, the next time you log in to the Point of Sale app, it will ask you to identify your current selling location. Simply select the location from the list, and the system will apply the appropriate tax rates for that location.
NOTE:
Essentials Light allows two tax locations. Tax jurisdictions are not an option.
- To add a tax location
- In the Back Office, select Settings at the top-right corner of the screen.
- Select Taxes.
- Click Add a Location.
- Enter a name for the selling location.
- (Optional) Select the This Location Uses Multiple Tax Jurisdictions checkbox and enter the tax jurisdictions.
- (Optional) Select the This Location uses different Taxes for some Order Modes checkbox to choose the order modes that have different taxation.
- Click Done. The new location name appears in the Taxes list.
- Enter all the tax rates for this selling location, including any optional tax jurisdictions, and click Save.
- To edit a tax location
- In the Back Office, select Settings > Taxes, located at the top-right corner of the screen.
- Edit the tax rate or location name or enable a tax jurisdiction for the selling location.
- Click Done to save your changes.
- To remove a tax location
Removing a selling location is a "soft delete". This means that although the selling location is removed from your view, all the data and activity associated with that selling location is still shown in reports, transactions, etc.
- In the Back Office, click the Settings icon located at the top-right corner of the screen.
- Select Taxes.
- Select the name of the selling location you want to delete.
- Click Delete to delete the selling location.
- If the selected selling location has any sales activity, the system will let you know, so that you can determine if you still want to remove the selling location.
- Click Yes to remove the selling location.
Change your selling location in the Point of Sale App
If you take your POS device to other locations that have different tax jurisdictions, you will need to change the selling location for the POS. The tax jurisdictions must be set up in the Back Office first, then the POS can be changed as needed when its location changes.