Removing the tax on basket row level

You can configure the tax application in your POS basket on row level by removing the tax on your selected rows. This function is controlled by a local setting on your Brightpearl POS which is only accessible to POS store managers. 

How to configure your POS to allow or disallow removing the tax on basket row level

  1. Slide from left to right to reveal the menu.
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  2. Tap on Settings
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  3. Enter your passcode.
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  4. Under General, make your selection at Tax adjustments
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How to remove the tax on basket row level

  1. To do that, start by adding items in your basket.
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  2. Then swipe from right to left on the item row you would like to have the tax removed.
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  3. Tap on Remove tax.
  4. If you get the following message, then the tax removal per item row has not been configured as ON in your POS store. Please refer to the previous section.
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  5. If your configuration allows it, then you'll see that POS has removed the tax from the related row (if the POS store is tax-inclusive). The total tax, the tax breakdown (if more than one tax codes are used) and the grand total are updated.
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Important notes

  • When a basket row's tax is removed, the associated tax code that POS will be submitting to Brightpearl for this line will be N (non taxable) for US accounts and T9 for EU accounts.
  • This feature is available only while POS has wi-fi connection.
  • When items from a sale where their tax code is removed are returned, POS will still keep the 0 tax applied (not allowing the user to change it).
  • When items from a sale are being refunded, the option for the user to remove the tax of an item which was originally sold with tax is available.

 

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