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
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• Select the Tax button located in the bottom left-hand corner and choose New Tax Option or Edit Tax Option depending on what you want to do.
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• 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.
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    • 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.
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  • To check on your Sales Tax settings by store go to Setup > Store
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      • Open your store in question and click on the 4. Pricing tab
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          • Here you can set the sales tax rate as a static value, or select one of the tax rates you have created prior by selecting the Use an alternate sales tax rate check box
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    • Make sure you set the needed value for each of your stores as needed