The Taxes screen that appears displays a table containing all currently existing Taxes within the Store, with the following columns:

1. Name - The name of the tax.
   
2. Apply To - Where the tax is applied during a transaction.
3. Percentage - (if applied by percentage) the portion of the item's value applied as tax.
4. Amount - (if applied by amount) the amount applied as tax.
   
5. If the Tax Per Service Type toggle is enabled (set to YES) the following columns are displayed:
   
1. Type - specifies Amount or Percentage
   
2. Value - specifies how the Tax is applied, broken down by Service Type
   
6. Default - Whether the tax is applied to any transaction by default.
7. Inclusive - Whether the tax is inclusive.
8. Apply For - If applicable, what other tax where this tax is applied.

Create or Update a Tax

1. Click + New Tax (or the corresponding pencil icon to update an existing Tax).
   
   
   
   
2. On the New/Update Tax screen:
   
   
1. Enter the Name (Mandatory) and any applicable Code.
   
   
   
2. Select the Tax Type:
   
1. Note: Once a Tax has already been saved, the Tax Type can't be updated.
   
   
2. Amount – Enter the Amount ($) (Note: this can only be applied to an Item).
   
   
   
3. Percentage – Enter the Percentage (%) (Note: this can be applied to any option).
   
   
   
3. Select whether to Include the Tax in the Daily Summary Report.
   
   
   
4. If the Tax Type is Percentage, select which type to Apply To:
   
   
1. Item
   
1. Select whether it is Inclusive.
   
2. Select whether it is the Default Tax.
   
3. Select whether it is Quantity Based. If Yes, click + Add Percentage then enter the Quantity thresholds and corresponding Percentage. (Note: Quantity Based negates the Inclusive option).
   
   
   
2. Check
   
1. Enter the Check Amount ($).
   
2. Enter whether to Apply On Subtotal.
   
   
   
3. Tax On Item Tax
   
1. Select the applicable Item(s) (Click Show All to expand the options).
   
   
   
4. Tax On Check Tax
   
1. Select which option to Apply.
   
   
   
5. When finished, click Save (or Update) at the upper-right.
   
   
   
   
6. You're returned to the main Taxes page, where the confirmation appears at the upper-right. If a Tax was created, it will be added as a row in the table.
   
   

Deleting An Existing Tax

1. Identify the Tax to be deleted (deactivated). Under the Actions column, click the corresponding Trash Can icon.
   
   
   
2. On the Delete pop-up that appears, click Delete to confirm.
   
1. If you’d like to keep the Tax as Active, click Cancel or X Close.
   
   
   
3. The Tax will be deactivated (removed from the Active status table) and the confirmation banner appears at the upper-right.