Setting up tax rules for POS

You can configure your POS stores to use specific tax codes for specified product categories. If those tax codes are set up and linked to the desired product categories and finally chosen as active for a specific store, they will override any of the product's or POS store's tax codes. 

Here is how you can configure category-specific tax codes for POS stores:

Set up the tax components

  1. Go to Settings > Tax > Tax components.
  2. If the components that are part of the tax code you would like to configure already exist, then you can edit them if needed or move on to the next step, "Set up the tax codes".
  3. If not, create any components that are part of the tax code you would like to configure ("Add a new tax component").
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Set up the tax codes 

  1. Go to Settings > Tax > Tax codes.
  2. Add a new tax code or edit any of the existing tax codes that you would like to use.
  3. Make sure that for every tax code that you would like to use in connection with a product category in POS you have ticked the tax components that are part of it. 
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Include the new tax code in the tax regime(s)

  1. Go to Settings > Tax > Tax regimes and edit any of your tax regimes that you would like to include this new tax code. 
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Set up the tax rules for POS

  1. Go to Settings > Brightpearl POS > Tax rules. 
  2. Edit any of the existing or add one or more new tax rules:
    • Select a name for the rule.
    • Select a threshold price for this rule, the net price at which the tax changes or a rule comes into effect. If the rules are to be applied for any net price, you can use any threshold price and make sure to select the same rule to be applied when the net amount is over and under the threshold.
    • Select the product categories that this rule will be applied to -this will only be applicable to POS sales.
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Configure the rules that will apply when the net price is above and below the threshold. You can set them both to the same option if the rule should be applied regardless of the net amount. 
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Rule to apply above threshold: Only applies when the item cost is higher than the specified threshold. 
One of the following must be selected to apply to the tax rule:

  • Apply product’s tax code to amount above threshold. For example, threshold = $100, item cost = $110 therefore, only $10 gets taxed.
  • Apply product’s tax code to full amount. For example, threshold = $100, item cost = $110, therefore, $110 gets taxed.
  • Apply the following tax code instead of product’s tax code. Select a tax code to apply to the item when the cost is over the threshold specified.
  • Apply the store default tax code instead of product’s tax code. The store default overrides the product tax code when the cost is over the threshold specified.

Rule to apply below threshold: Only applies when the item cost is lower than the specified threshold. One of the following must be selected to apply to the tax rule:

  • Apply product’s tax code to full amount. For example, threshold = $100, item cost = $90, therefore, $90 gets taxed.
  • Apply the following tax code instead of product’s tax code. Select a tax code to apply to the item when the cost is below the threshold specified.
  • Apply the store default tax code instead of product’s tax code. The store default overrides the product tax code when the cost is below the threshold specified.

Set up the POS store to include the tax rules

  1. Go to Settings > Brightpearl POS > Store settings.
  2. Add a new store or select to edit any of the existing stores.
  3. At Store Settings > Active tax rules, select the tax rules that you would like to activate for this POS store. These will come into effect once the conditions of the rule as set up above are met. 
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Application in a POS sale

When  products from the specified categories are added to the POS basket, they are individually taxed according to the tax code selected for the category as well as the threshold and rules configured. 

In our example, the Fireworks safety fee will be applied to the products of the selected category  when the net price is above $10, and the default tax code when the net price is below $10.

 

 

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