In POS, you can configure how tax is applied on a row by row level by removing the tax on your selected rows. This function is controlled by a local setting on your Brightpearl POS which can be configured by POS store managers.
How to configure your POS to allow or disallow removing the tax on basket row level
- Slide from left to right to reveal the menu.
- Tap on Settings.
- Enter your passcode.
- Under General, make your selection at Tax adjustments.
How to remove the tax on basket row level
- Start by adding items in your basket.
- Then swipe from right to left on the row for the item you'd like to remove tax for.
- Tap on Remove tax.
- If you get the following message, then the setting for tax removal per item row has not been enabled. Please refer to the previous section.
- If your configuration allows it, POS will remove the tax from the related row (if the POS store is tax-inclusive). The total tax, the tax breakdown (if more than one tax code is used) and the grand total are updated to reflect the change.
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 your iPad is connected to WiFi.
- If the items sold with zero tax are returned, POS will retain the tax amount. It can't be changed.
- If items were sold with tax and subsequently returned, you will not be able to remove tax on the return.