How to Assign Tax Rates to a Location
Each location can have its own set of active tax rates. Tax rates are defined globally in the system, and you choose which ones apply to each location on the Tax Rates tab.
Why This Matters
Different locations may operate in different cities, counties, or states, each with its own tax rules. By assigning tax rates per location, you ensure that every sale at a given store charges the correct taxes.
Opening the Tax Rates Tab
- Open the location for editing (Program → Locations → double-click the location)
- Click the Tax Rates tab
The tab header shows the location name (e.g., "Downtown Store Tax Rates").
Understanding the Tax Rates Grid
The grid lists every tax rate defined in your system. Each row shows:
| Column | Description |
|---|---|
| # (Checkbox) | Check to enable this tax rate at the location, uncheck to disable it |
| Tax Rate | The name of the tax rate (e.g., "State Sales Tax") |
| Tax / % | The percentage rate (e.g., "8.25 %") |
| Tax / Qty | The per-quantity flat tax amount, if any (e.g., "0.50/Qty") |
Enabling a Tax Rate
- Find the tax rate in the grid
- Click the checkbox column (or double-click the row)
- The checkbox becomes checked — the tax rate is now active at this location
Changes take effect immediately — there is no separate Save button for this tab. The assignment is saved to the database as soon as you check or uncheck the box.
Disabling a Tax Rate
- Find the tax rate in the grid
- Click the checked checkbox (or double-click the row)
- The checkbox becomes unchecked — the tax rate is now removed from this location
Adding a Brand-New Tax Rate
If the tax rate you need does not exist in the system yet:
- Click the Add A New Location Tax Rate button (green button below the grid)
- The Tax Rate creation form opens
- Enter the tax rate name, percentage, and/or per-quantity amount
- Save the new tax rate
- Return to the Tax Rates tab — the new rate appears in the grid
- Check the checkbox to enable it at this location
How Tax Rates Affect POS Sales
When a POS machine is assigned to a location, it uses that location's tax rates. During a sale:
- Items in the cart are taxed according to the tax rates enabled at the machine's location
- The POS machine's own settings determine which specific tax rate from the location is the default
- Changing a location's tax rates affects all future sales at that location
Tips
- A tax rate can be enabled at multiple locations simultaneously
- Removing a tax rate from a location does not delete the tax rate from the system — it only disables it at that specific store
- If you need different tax rates for different product categories, set up separate tax rates and assign them accordingly