Entering Tax Rates

You must enter sales tax rates before you can ring up items through the Register.

• United States

  1. Select Data > Business Information and Preferences.

  The Business Information window displays.

  2. Click Edit.
  3. Complete the following on the General tab:

  1. In the Tax ID field, type the Tax Identification Number (TIN) for your business.

  2. In the Bulk Mail # field, type the number for your bulk mail permit.

  3. In the Pkg/series field, select one of the following options:

  • Select Tax 'Value' of Each Item to calculate the sales tax for a package/series based on the value of the items included.

  • Select Tax Price - not 'Value' to calculate the sales tax for a package/series based on the sales price of the items included.

  4. In the Tax Rates fields, type the sales tax rates for services, products, tanning services, and memberships.

  4. Select one of the following options:

  • If you are required to charge excise tax on selected services, proceed to Step 5.

  • If you are not required to charge excise tax, click Save to finish.

  5. Click Add-On tax.

  The Configure Add-On tax window displays.

  6. Select Enable Add-On Tax.
  7. Complete the following:

  1. In the Add-On Tax Label field, type the name of the excise tax.

  2. In the Add-On Tax Rate field, type the excise tax rate.

  8. Click Ok.
  9. Click Save.

   

• Canada

  1. Select Data > Business Information and Preferences.

  The Business Information window displays.

  2. Click Edit and move to the General tab.

  3. Select "Canada" in the Country field.

  4. Complete the following:

  1. In the Tax ID field, type the tax identification number for your business.

  2. Select All Product and Service Prices Include Tax to include tax in the prices displayed for products and services.

  3. Select Show Price + Tax on Receipt to include tax in the prices displayed on receipts.

  4. In the Pkg/series field, select one of the following options:

  • Select Tax 'Value' of Each Item to calculate the sales tax for a package/series based on the value of the items included.

  • Select Tax Price - not 'Value' to calculate the sales tax for a package/series based on the sales price of the items included.

  5. Complete the following based on the sales taxes in your province:

  Goods and Services Tax (GST) & Provincial Sales Tax (PST)

  1. Select Cumulative PST (Price + GST) if you are required to add GST to the price of an item before calculating PST.

  2. In the PST & GST Rates fields, type the PST and GST rates for services, products, tanning services, and memberships.

  Goods and Services Tax (GST) & Quebec Sales Tax (QST)

  1. Select Cumulative PST (Price + GST) if you are required to add GST to the price of an item before calculating QST.

  2. In the PST Rates fields, type the QST rates for services, products, tanning services, and memberships.

  3. In the GST Rates fields, type the GST rates for services, products, tanning services, and memberships.

  4. Type "QST" in the PST Tax Name field.

  Harmonized Sales Tax (HST)

  1. In the PST Rates fields, type the HST rates for services, products, tanning services, and memberships.

  2. Type "HST" in the PST Tax Name field.

  6. Click Save.

   

• Rest of the World

  1. Select Data > Business Information and Preferences.

  The Business Information window displays.

  2. Click Edit and move to the General tab.

  3. Select your country in the Country field.

  4. Complete the following:

  1. In the Tax ID field, type the tax identification number for your business.

  2. Select All Product and Service Prices Include Tax if you include tax in the prices for products and services.

  3. Select Show Price + Tax on Receipt to include tax in the prices displayed on receipts.

  4. In the Pkg/series field, select one of the following options:

  • Select Tax 'Value' of Each Item to calculate the sales tax for a package/series based on the value of the items included.

  • Select Tax Price - not 'Value' to calculate the sales tax for a package/series based on the sales price of the items included.

  5. In the PST & GST Rates fields, type the sales tax rates for services, products, tanning services, and memberships.

  6. In the PST Tax Name & GST Tax Name fields, type the names of the sales taxes you must collect.

  5. Click Save.

   

related links

Entering Basic Business Information

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Basic Setup