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office:system_setup:taxes [2009/11/11 06:48] markphsd created |
office:system_setup:taxes [2018/12/23 12:11] (current) |
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| - | ======Point of Sale Tax Rate: ====== | + | ====== Taxes ====== |
| - | Office Toolbar - System - Taxes | + | To correctly apply the taxes to the variety of customers you support, you must understand the four sections of tax setup: |
| + | * Tax Rate | ||
| + | * Transaction Types | ||
| + | * Item Setup | ||
| + | * Customer Option | ||
| - | There are several types of tax CCS Supports. Taxes per item, and Canadian PST & GST Tax. Taxes are edited and added in the Tax Grid. Multiple tax rates can be entered. These taxes are associated with products. If an item is never taxed it's tax rate should be zero. | + | ===== Tax Rate ===== |
| + | * To access tax rate, go to Office Toolbar >> System >> Taxes | ||
| + | * Tax Rates are applied to items specifically. There can be multiple tax rates in the system. | ||
| + | * There are two tax rates; standard rate and zero. When zero is applied to an item, item will never be taxed. | ||
| + | * CCS supports Canadian GST & PST, and Singapore's GST Tax. This method means the Tax is Compounded on the PST Tax. | ||
| + | * CCS supports taxing of baked goods & drinks appropriately where required in regions of Canada. | ||
| - | Based on the above information: Most systems have two tax rates, their regular tax rate, and a tax rate of zero. | + | ===== Transactional Type Based Taxing ===== |
| - | ===== Additional Requirements ===== | + | Office >> System >> Transaction Management |
| - | This section only describes how to input the rates. Items may be taxed according to transaction or always taxed. During the setup of menu items, and Order Types, you must also be aware of how taxes are applied to different order types and items. | + | Different transaction types require or do not require tax. For each transaction type you will need to set the Tax option in the Transaction Type Window. |
| Examples: Retail vs. Whole Sale, Dine In vs. Take Out. | Examples: Retail vs. Whole Sale, Dine In vs. Take Out. | ||
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| Also supported is tax for Australia, New Zealand, Indonesia, Singapore and Mexico. | Also supported is tax for Australia, New Zealand, Indonesia, Singapore and Mexico. | ||
| + | ===== Item Setup ===== | ||
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| + | When you add items, you should have already determined the transaction types and tax rates. For each item during setup, you will determine if the item is taxed always by a specific tax rate or based on transaction type. | ||
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| + | ===== Customer Option ===== | ||
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| + | CCS Office >> CRM >> Contact Search >> Contact Information Screen. | ||
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| + | For a variety of reasons a customer might be a non-taxed customer. From a wholesaler to a priest many different reasons are applied. Therefore, if you have input a customer into your customer database, you can set them as a non-taxed customer from | ||
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| + | ===== Tax Rounding ===== | ||
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| + | This topic is for those of you who have taxes which do not always apply what would seem like the correct amount. The system applies tax to items during the order only. When at the end of the month, or quarter, or period you run a sales report that shows the tax of the item, you very may well see less tax collected than the amount your standard tax is. | ||
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| + | ===== Example of Fluctuating Tax ===== | ||
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| + | For Example: your tax is .0775%. You have items that are $1.00, you can only ever charge $0.07 cents when charging for one item. however, if you were to sell 100 items, you would have charged $7.75 in tax. But, selling one item at a time is not the same as selling 100 items, and therefore your tax rate will seem to fluctuate. | ||
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