Skip to content

Taxes

Administration – Taxes Feature

Overview

This manual will guide you through the process of using the additional ‘Taxes’ feature in your POS system.

Follow these steps to enable, add, and manage taxes effectively.

  1. Enable Tax Permissions o Identify Users: Determine which users need additional tax permissions. o Select Permissions: Choose the required permissions from the following options:  - View  - Add  - Edit  - Delete o Request Permissions: Inform the administrator (support team) to enable the selected permissions for the identified users.

  2. Navigate the Tax Management Section o Go to the side menu bar. o Select Administration from the dropdown menu. o Click on Taxes to open a tax management window.

  3. Adding a New Tax In the tax management window, find and click the green Add button located at the top left.

  4. Enter Tax Details: o Tax Name: Input the desired name for the tax (e.g., "OTP Tobacco Tax"). o Tax Percentage: Enter the tax percentage to be applied. o Assess Tax On: Click the dropdown and choose the relevant option (e.g., total cost, total price, nicotine milliliters, sales price + shipping).

  5. Select Category: o Ensure that the required categories are already created in the POS system. o Select the appropriate category from the dropdown where the tax will apply and then click add (e.g., tobacco products).

Note: If the necessary categories do not exist, navigate to the categories section and create them.

  1. Configure Tax Based on Location (if needed) o Add Location: If applying tax based on specific locations, select Add Location from the dropdown. o Select Location: Choose the country, state, city, and county where the tax applies and then click Add. o Customer Location: Ensure that the customer location is selected in the edit customer page of the POS. This
    ensures that only customers from the selected location (e.g., Houston) are affected by the tax.

  2. Set Tax Conditions Select Condition: Choose from the following options: o If the customer is taxable. o If the customer's nicotine ml tax field is greater than zero. After selecting condition, click on green add button.

  3. Customer Selection: o If applying tax to specific customers, select the desired customers from the list. o Click Add after selecting each customer.

  4. Submit Tax: Once all details are entered, click green Submit button to save the new tax.

Editing or Deleting Existing Taxes

The Tax Management screen allows you to modify or remove any previously configured tax rule quickly.

  1. Editing a Tax To make changes to an existing tax rule (e.g., updating the percentage, adjusting applicable categories, or changing conditions):

Locate the Tax: Navigate to the main Tax Management table

Access the Edit Panel: Find the tax entry you wish to modify. Click the yellow pencil icon the 'Edit action button next to the entry in the Actions column.

Adjust Details: The tax configuration window will open. Modify any necessary fields, such as: The Tax Percentage. The Name of the tax. The Categories or Line Items the tax applies to. The Conditions (e.g., location, customer status) associated with the rule.

Confirm Changes: Click Submit to save your modifications and apply the updated tax rule immediately.

  1. Deleting a Tax To permanently remove a tax rule from your POS system:

Locate the Tax: Find the tax entry you want to remove in the Tax Management table.

Initiate Deletion: Click the red bin/trash icon the 'Delete' action button next to the entry in the Actions column.

Confirm: Confirm the action to permanently remove the tax rule.

These Tax features will allow you to manage taxes efficiently, ensuring compliance and accurate financial reporting.

Disclaimer: IK Technologies POS does not provide tax advice to customers. The system generates reports for sales, tax collected, and other related details; however, it is the sole responsibility of the customer to manage their own taxation and comply with applicable tax laws.