Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
  • You are able to create and edit POS Tax Rates.

  • Select +Create Tax Rate

    Image Removed
  • Enter in desired Tax Name

  • Fill in the City Tax Rate %

  • Fill in the State Tax Rate %

  • Fill in the County Tax Rate %

  • Fill in the Special Tax Rate %

  • Save

  • To edit Tax Rate, select edit on the tax rate line you wish to edit.

  • Fill in the new City, State, County, Special Tax Rates.

  • Select a Start Date and Start Time to launch New Tax Rate

  • Select Add to Schedule

  • Save

  • If desired you are able to delete the Scheduled Updates by selecting the red trash can after scheduling. Then Save

    Image Removed Image RemovedImage Removed
    1. To load or change Tax Rates, put in a ticket to support.

      We based our import off of Avalara data, which is generally consistent with any state sources we have seen. The file requires zip code, State, City, and optional rates 1-4. Here is the file sample from our QA system...

      View file
      nametaxRates_Sample_Import-202444-102422.csv

    Image Added