Taxes

Data Settings - Basic

When you select the region, the default taxes used in that region/country are automatically generated.

You can create a new tax using the button, or edit/delete a tax long pressing it.

Here you can enter the data for the new tax:

• Code: By default, the system generates a sequential code, which can be changed as long as it is unique.

• Name: Here you must enter the name of the tax.

• Type: There are different types of taxes, you should choose the appropriate one:

  • Normal: This is the standard type. Taxes are calculated as a percentage of the item price.

  • Amount per Quantity: This is a special type of tax that is calculated according to the Unit of Measurement defined on the item and the quantity sold. It can be used in some countries for taxes on alcohol.

  • Fix Amount: This tax will charge a fixed amount when the item is sold. For example, it can be used to charge tourist taxes.

  • Group: When an item is affected by more than one tax, we should create all those taxes separately and put them together in a Tax group. For example, it can be used for items that have to charge both a state and a local tax at the same time.

In each tax group, you can add up to 10 different taxes that can be charged to the items you assign.

You have a utility to change all items assigned to one tax to a different tax in a single procedure. This process saves a lot of time when taxes are altered by law. Select the original tax and press the button.

Now select the new tax in the field to tax. This will change all records containing the original tax to the new one.