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Defining Multiple Tax Codes

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Defining Multiple Tax Codes

If you have stores in multiple locations or you need to set multiple tax rates, you can set them easily within your Admin Central screen. Access your Admin Central via the Menu button, and then click the Company Setup button at the top of the screen. This will open the Company Setup screen.

On your Company Setup screen, click the Tax Info tab. Within this tab, click the Define Tax Codes button. This will take you to the Tax Information screen.

On this screen, you will see a list of all of your currently defined tax rates, organized by Tax Name, Tax Rates (both 1 and 2), Calc. (calculation) Method, and Store ID. You can click on the Magnifying Glass button for each line item to view the tax code’s Tax Table Setup screen, and you can delete an existing tax code by clicking the Trash icon at the end of each line item.

On the Tax Information screen, you can add new tax rates for your stores by clicking the New Tax button. This will open the Tax Table Setup screen.

On the Tax Table Setup screen, you can set up each store’s individual tax rates. You will have room for the tax’s Tax Name, and two fields for Tax Rates, which should be expressed as a percentage. For instance, if your state and local tax rates are 5% and 8%, you would express those rates as .05 and .08. You can also select if the tax rates you’re setting will be the default rates for your store by checking the Default? box next to the Tax Rates field.

You can also set the Calculation Method on this screen. This will set up how taxes are calculated for each sale. The tax options are as follows:

1= (tax1 + tax2) * invoice total – This option will charge both tax rates based on the Invoice totals, and not per item.

2= ((1+tax1) *invoice total) *tax2 – This option will charge your first tax rate per item, and then it will apply your second tax rate to the Invoice total.

Default Tax Code For Site: This is where you will define the store number you’re setting up the tax table for.

At the bottom of the Tax Table Setup screen, you will see an option to have PayGo auto-enter the customer tax setting. Enter the values for your State/Province and ZIP Code in the provided fields.

When you are finished entering information, click the Close button. Your changes will be automatically saved.

Setting Taxes Per Department For Multiple Stores

Sometimes, you’ll have a type of item that is taxed differently in different locations. Luckily, you can set tax profiles within departments for each of your stores.

To view and set multiple tax rates, you will have to first access your department. To do so, open your central Products screen, accessed via the Menu. On the Products screen, click the Departments button at the top of the screen. If your department has already been created, click the List Departments button to open a list of all of your existing departments,and choose the applicable department by clicking the Arrow button to the left of the department name. If not, click the New Department button. Both options will open the Department Setup screen.

On the Department Setup screen, you will notice two fields for Taxable 1 and Taxable 2. These fields are filled with either a T (meaning taxed) or an N (meaning not taxed). The taxes applied here are set in accordance with your default tax profile, which is set within the Tax Info tab of your Company Setup screen, accessed via your Admin Central.

To change taxation per department, click the Tax tab on your Department Setup screen. This will open the Tax Settings by Location screen.

On the Tax Settings by Location screen, you will see drop-down fields in the Store Name column, where you can select the store you’re setting the tax profile for. On that store’s line, you can set your Taxable1 and Taxable2 invoice application with a T (taxed) or an N (not taxed).

When you are finished setting taxes per location within the department, click the Save & Close button at the top of the screen. Your changes will be saved automatically.

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