Configure Taxes, Excise Tax, and Age Restrictions
Configure Taxes, Excise Tax, and Age Restrictions for Products
Tax rates and excise taxes are applied to products and calculated based on the subtotal amount during a customer's purchase. Products might be subject to different tax rates based on the state, county, city, or specific region. You can set up the flags if the products are age restricted.
- How are tax rates applied to online products?
As per the point of sale (POS) system, there's a similar process to apply tax rates to products sold online.
Understanding how tax rates are assigned to products:
Tax Rates > Tax Groups > POS Flags > Departments > A product falls into a specific department
Figure 1: Set Up the Tax Rates, Tax Groups, and POS Flags
1. Tax Rates
To access Tax Rates, navigate to Point of Sale > Maintenance > Taxes. Clicking on "Taxes" will automatically redirect you to the listing page of tax rates by default.
Figure 1.1: Tax Rates Listing Page
Here, configure the tax rates and apply them to items sold online, such as federal tax, state tax, or local tax. To add a new tax rate or manage an existing one, simply click the "Add New" button or select the specific tax rate record.
Figure 1.2: Tax Rates Details Page
These tax rates are location-specific and can be set by value or type, including rate value (%), flat tax ($), or occupational tax (%).
Once the tax rates are set, save the record.
For a detailed guide, refer to the Tax Rates KB article.
2. Tax Groups
Once the tax rates are created, they are organized within tax groups. Any tax rates, whether single or multiple, applied to a product need to be allocated to a tax group.
To access Tax Groups, navigate to Point of Sale > Maintenance > Taxes > Tax Groups. Clicking on "Tax Groups" will redirect you to the listing page of the tax groups.
Figure 2.1: Tax Groups Listing Page
To add a new tax group or manage an existing one, simply click the "Add New" button or select the specific tax group record.
Combine various tax rates into a single tax group. Multiple tax rates applicable to a state or location can be grouped.
Figure 2.2: Tax Groups Details Page
For example, a standard tax group could encompass both state and city taxes.
Once the tax group is set by managing the tax rate(s), save the record.
For a detailed guide, refer to the Tax Groups KB article.
3. POS Flags
After creating the tax group with single or multiple tax rates, the next step is to create a POS flag.
What is a POS flag for?
In addition to the tax group, a POS flag allows you to enable options like food stamps, age restrictions (age limits), and excise tax according to your requirements. These options can be combined by creating a POS flag.
To access POS Flags, navigate to Point of Sale > Maintenance > Taxes > POS Flags. Clicking on "POS Flags" will redirect you to its listing page.
Figure 3.1: POS Flags Listing Page
To add a new POS flag or manage an existing one, simply click the "Add New" button or select a specific POS flag record.
Manage product-related setups such as food stamps, age restriction limits, and excise tax. Additionally, configure excise tax and age restrictions based on specific locations to override them if needed.
Figure 3.2: POS Flags Details Page
Once the POS flag is configured, save the record.
For a detailed guide, refer to the POS Flags KB article.
4. Departments
After creating a POS flag, it must be assigned to a department.
What is a department for?
Departments are used to categorize products with similar characteristics, such as applicable taxes, food stamps, age restrictions (age limits), applicable excise tax, and other relevant values. By grouping these products into a common department, the POS flag—containing all the settings—is automatically applied to the department. A single POS flag can be associated with multiple departments.
To access Departments, navigate to Point of Sale > Maintenance > Departments. Clicking on "Departments" will automatically redirect you to its listing page.
Figure 4.1: Departments Listing Page
To add a department or manage an existing one, simply click the "Add New" button or select a specific department record.
Enter the department's basic details. You need to enter the mandatory details, such as name, department group, and department number.
Figure 4.2: Departments Details Page
Once you are done with the basic details, navigate to the Options tab, where you need to select a POS flag from the drop-down list for POS flags.
Figure 4.3: Departments Options Tab to select POS Flag
Once the department is configured by selecting the POS flag, save the record.
For a detailed guide, refer to the Departments KB article.
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