The setting up of the sales tax windows is a sensitive task. If taxes were working
correctly for you, it would be unwise to make changes. If taxes don't seem to be working now, please contact WinPRISM Support.
Item Tax Types
For most locations in the United States, all that will be needed is Taxable and Non-Taxable. Some locations will need to allow for Non- Taxable, and two or more Taxable groups (such as textbooks being taxed at one rate and food items being taxed at a different rate). In other countries, there may be additional factors to consider, so we would advise users in other countries to consult with WinPRISM Support prior to making any changes in this area.
Tax Tables
In some states, sales tax can be calculated as a percentage of the purchase amount and it all works out just fine. Other states have dictated levels the next penny of tax will be assessed, regardless where that level should be based on a percentage. As an example, at a 5% sales tax, a 25¢ item should cost a customer 26¢, but those states have dictated that the first penny will not be charged until after the first quarter of a dollar. In the CBMS Point-of -Sale systems, a tax table can be defined to allow for this.
Tax Codes
Tax Codes are the different taxes you can charge. Although you can define a different tax code for State, County, City, etc. and group them all together, most stores prefer to define one that is the total for all the taxes that apply because it provide a nicer looking receipt. That way they don't have to add each of the taxes from the reports to come up with one total for the tax office they report to. 
FieldExplanation
Description | A description of what this tax code is. |
Tax Rate | The tax rate this tax code is to assess. |
Rounding Method | The rounding method (Normal, Up, or Down) to be used. |
Tax Table | If a tax table needed to be defined to comply with your state's taxing, |
State | Identify what state the tax is being charged in. |
Country | Identify what country the tax is being charged in. |
Begin Date | Most stores will need to leave this at the default of 01/01/70 so |
| items in the fall), this is where you define the beginning date when this |
| ||
End Date | Most stores will need to leave this at the default of 01/01/70 so | |||
Tax Type | Pick one. |
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Tax Bracket |
| Select Select Tax Bracket if this Tax Code will require a Tax Table. | ||
None |
| Select Select None if no Tax Table will be required. | ||
Tax Shipping | Placing a checkmark in this box will cause WinPRISM to tax shipping |
| ||
POS Code | Fill in a unique, none zero number for this tax code. |
Tax Code Groups
The Tax Code Group defines which Tax Codes are grouped together to apply to the sale of an item.
Add a new Tax Code Group or click on the Quick Results button (small binoculars) to select a tax code group you wish to edit or view and you will get a window similar to the one on
the right.
The "grayed out" fields are fields that were defined in Tax Codes and are not intended to be edited here.
FieldExplanation
...