Back Office Tax Locations and Jurisdictions
Description
What's in this article?
Solution: Essentials Light | Essentials | Retail | Restaurant
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.
Change your selling location on the POS
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.