Introduction
Setting a default tax on the POS Dashboard ensures that the selected tax rate is automatically applied to new items, streamlining your sales process. This guide will walk you through the steps to configure a default tax in the POS Dashboard.
Follow these steps to set a default tax on the POS Dashboard:
- Navigate to Settings: From the main menu of the POS Dashboard, click on Settings.
- Access Tax Settings: In the Settings menu, locate and click on the Tax to view the tax configuration page.
- View Tax Setup: The tax setup page will display a table with existing tax rates, including a new column labeled Is Default.
- Set the Default Tax: Find the tax rate you want to set as the default. Check the box in the Is Default column for that tax rate. For example, if you want to set “STATE SALES TAX” as the default, check its corresponding box.
- Apply to New Items: Once a tax is set as the default, any new item you create in the POS system will automatically apply this tax rate.
Note: There must always be at least one tax set as the default. For Tax Type: Sales Tax, you can set multiple taxes as default, and they will all apply to new items. However, for Tax Type: VAT, only one tax can be set as the default at a time.
FAQ
Q: Can I set multiple taxes as default?
A: Yes, but only for Tax Type: Sales Tax. VAT does not support multiple default taxes and will only allow one default tax at a time.
Q: Will changing the default tax affect existing items?
A: No, changing the default tax only applies to new items created after the change. Existing items will retain their original tax settings unless manually updated.
Q: What happens if I don’t set a default tax?
A: The system requires at least one tax to be set as the default, so you cannot proceed without selecting a default tax.