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How to Setup Sales Tax Rates

Whether you are wanting to set up alternates sales tax rates for an upcoming Tax-Free weekend, or simply need them to separate state, city, and county taxes, the sales tax feature takes moments to set up. To set up a new alternate sales tax rate, go to:

  • Setup > Alternate Sales Tax List
  • Select the Tax button located in the bottom left-hand corner and choose New Tax Option.
  • Name the tax option in the Name field.
  • Next, if the tax option is a single rate, then type that in the Ratefield.
  • Remember: the tax rate is in percentages. So if the tax rate is 8.25%, then you’ll need to enter “.0825” in the Ratefield.
  • If the tax option needs to include multiple tax options, check the box entitled, Enable separate or multiple tax options.
  • Use the up and down arrows next to Number of Tax Options to select the desired amount of tax options.
  • In each Rate field, enter the tax rate.
  • In each Name field, enter the name of each rate.
  • At the bottom of the active window there are a couple of options on how the separate tax options will be displayed and calculated.
  • Once all of the desired preferences have been set, select OK to save and add the newly created tax to your list of active sales tax options.


 

Note

If you’d like to use this option to set everything in your store to Tax-Free for a short time period, select Tax > New Tax Option > Name the tax option something that will be easy to identify like, Tax Free Weekend. In the Rate field, leave it as .000000. Select OK to save the tax option.

Updated on July 11, 2024

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