Setting up Tax

Each outlet has the option to apply Tax to all transactions.

By default, a 6% GST is created, which is associated with the default shop created.

You can create the different types of Taxes and outlet would use.

Go to Tax Category:

o Open the Home Menu from the Home button in the bottom left corner

o Click the Set up tile

o Click the Tax Category

Create a Tax Category:

o Enter a Tax Category Code (Essentially name), this may be 6% GST, 8% GST etc.

o Enter a Description of the tax. You can apply multiple taxes since different countries have different schemes. (GST and CESS in India)

o Next, Name the Tax being applied and select the input and output tax account if necessary. (if you are using the accounts module)

o Click More Taxes if you would like to attach multiple taxes to this Tax Category.

o Next, Check the Active Checkbox.

o Click Save at the top right corner of the screen.

Edit a Tax Category

o Click the search button in the top left corner of the page

o Click Search without any queries to view all Tax Category

o Click the Edit button on the department you wish to edit.

o Edit the required fields

o Click the save button at the top right corner of the page.

Delete a Tax Category

o Click the search button in the top left corner of the page

o Click Search without any queries to view all Tax Category

o Click the Delete button against the Tax Category you wish to delete

To Reset all entries

o Click the back button on the top left corner of the page

To Attach the Tax Category you’ve created to an Outlet, go to the Outlet page and click Active GST in shop. This will ensure all receipts raised from the POS has taxes included in it.