Tax Configuration¶
Control tax behavior, classifications, and compliance settings.
The Taxes section documents the reference data and administrative screens used to control tax behavior in the POS. Tax configuration uses three related concepts: Tax Classes, Tax Schedule Codes, and Tax Schedules.
Navigation: Admin → Taxes
What You'll Configure¶
Item-level tax classifications
Tax components and rate definitions
Named groupings of tax codes
Documents in This Section¶
Define item-level tax classification codes and per-schedule rates that apply to each class.
View Documentation →Describe individual tax components that can be included in Tax Schedules, such as state, provincial, or local tax.
View Documentation →Describe how Tax Schedule Codes are grouped into named schedules that can be assigned to customers, stores, or registers.
View Documentation →In This Section¶
Tax Classes¶
Defines item-level tax classification codes and the per-schedule rates that apply to each class. Tax Classes are referenced by items, item locations, and other reference data to determine the applicable tax rules for a sale.
Tax Schedule Codes¶
Describes the individual tax components (for example state or provincial tax) that can be included in Tax Schedules. Each code is referenced by rates for specific Tax Classes.
Tax Schedules¶
Describes how Tax Schedule Codes are grouped into named schedules that can be assigned to customers, stores, or registers.