Item Taxes Setup

You can set up taxes for the items in at the following two levels:

• At the department level
• At the item level

Setting Up Item Taxes at the Department Level

If you need to apply taxes to all items included into one CR department, you can set up taxes for the whole department at once.

To view the history of changes to the item taxes at the department level, see the Departments Taxes History report.

To set up item taxes at the department level:

1. Go to Price Book > CR Departments.

   Result: The CR Departments list opens.

2. Select the department for which you need to set up taxes and then click Edit.

   
   Result: The CRDepartment setup form opens.

3. In the CRDepartment setup form, select the Taxable check box and then click Save. In case Taxable is already selected for this department, go to the step 4.

   

4. Go back to the CR Departments list, and then in the Related Information section, click Departments Taxes.

   Result: The Departments Taxes settings form opens for the current location.

   

5. In the Departments Taxes settings form, go to the locations list, and then select the level at which the department taxes settings will be applied to the items. The following levels are available:

• Account level: Select this option to apply the department taxes settings to the items on the whole account and all its locations.
• Location level: Select the location to whose items the department taxes settings will only be applied.

6. In the Departments list, find the necessary department, and then in the following columns, select or clear the check boxes to activate or deactivate the taxes for this department:

• Tax1
• Tax2
• Tax3
• Tax4

To view the tax values specified for each of the above tax options, go to General > Settings > Setup Taxation > State. For details, see Setting Up Taxes at the State Level.

To view the taxation strategy for each of these options, go to Data Entry > Dashboard > Station Options > Cash Register. For details, see Configuring the Taxation Strategy for the Cash Register.

7. At the bottom of the Departments Taxes settings form, click Save.

   

Setting Up Item Taxes at the Item Level

This feature is supported by the following cash registers:

• Bulloch
• ITL
• Passport
• Radiant

If you need to apply to one separate item the tax settings that are different from those configured for the whole CR Department, you can adjust the taxes for the specific item in the item form.

Taxes for separate items can be set up using one of the following methods:

• By location
• By location tag

You can adjust the taxes for the specific item only if the item level is set for the location taxation strategy. For details, see Configuring Taxation Strategy for Cash Register.

Setting Up Taxes by Locations

By default, taxes for specific items are set up by location. This method can be used if you want to specify tax settings for some item in a granular way, that is, individually for every location.

To adjust tax settings for the item by location:

1. Go to Price Book > Items.

   Result: The Items list opens.

2. In the Items list, select the item, for which you want to adjust the taxes, and then click Edit.

   Result: The item form opens in the editing mode.

3. In the item form, go to the Taxation Settings section, and then expand it.

If the CR Department value is not set for an item, the Taxation Settings section cannot be expanded.

4. In the Taxation Settings table, do the following:
1. Check the Set by field and make sure that the Location option is selected.
2. Select the location for which you want to change the item taxes.
3. To the right of the location row, click edit.

The edit button is disabled if the department level is set for the location taxation strategy at Data Entry > Dashboard > Station Options > Cash Register. For details, see Configuring Taxation Strategy for Cash Register.

4. In the table columns, select or clear the check boxes to activate or deactivate the taxes for this location:
5. No Taxes: Select this option to exempt the item from taxes for the location.
6. Tax 1
7. Tax 2
8. Tax 3
9. Tax 4

To view the taxation strategy for each of these options, go to Data Entry > Dashboard > Station Options > Cash Register. For details, see Configuring Taxation Strategy for Cash Register.

5. To the right of the location row, click enter.

   

5. At the top right of the item form, click Save.

Setting Up Taxes by Location Tags

If necessary, you can set up taxes by location tags. This method can be helpful if you assign some tag to several locations and want to configure the same tax settings for them at once.

To adjust tax settings for the item by location tag:

1. Go to Price Book > Items.

   Result: The Items list opens.

2. In the Items list, select the item, for which you want to adjust the taxes, and then click Edit.

   Result: The item form opens in the editing mode.

3. In the item form, go to the Taxation Settings section, and then expand it.

If the CR Department value is not set for the item, the Taxation Settings section cannot be expanded.

4. In the Taxation Settings table, do the following:
1. In the Set by field, select Location Tag.
2. In the list on the right, select the parent tag (criterion) by which the locations for which you want to set up taxes are grouped.
3. In the Location tag level list, select the level in the tags tree hierarchy at which you want to set up taxes.
4. In the Taxation Settings table, select the tag assigned to the locations for which you want to set up taxes.
5. To the right of the tag row, click edit.

The edit button is disabled if the department level is set for the location taxation strategy at Data Entry > Dashboard > Station Options > Cash Register. For details, see Configuring Taxation Strategy for Cash Register.

6. In the table columns, select or clear the check boxes to activate or deactivate the taxes for locations to which the tag is assigned:
7. No Taxes: Select this option to exempt the item from taxes for the locations to which the tag is assigned.
8. Tax 1
9. Tax 2
10. Tax 3
11. Tax 4

To view the taxation strategy for each of these options, go to Data Entry > Dashboard > Station Options > Cash Register. For details, see Configuring Taxation Strategy for Cash Register.

7. To the right of the location row, click enter.

   

5. At the top right of the item form, click Save.