Tax Rate Rules

Creating Tax Rate Rules

 

To create a New Tax Rate Rule from the Tax Group page, click the Create Rule button under the Pending Tax Rate Rules header.  You can also create a Tax Rate Rule from the Tax Rate Rule section in OpSuite (found under Admin/Taxes).  This will open a pop-up window.  Below are the fields that can be entered on a New Tax Rate Rule.

 

 

 

 

 

 

  

Type Code - The unique code by which the Tax Rate Rule is identified and located within the system.  

Description - Detailed description of the Tax Group.
Maximum Taxable Amount - In the cases where the particular Tax Rate Rule will be in effect for a specific value range, this is the minimum (beginning) amount (where the tax rate will start to be applied).
Maximum Amount - In the cases where the particular Tax Rate Rule will be in effect for a specific value range, this is the maximum (ending) amount (where the tax rate will stop being applied).
Fixed Amount - The fixed tax amount, if there is one (this is not common).
Percentage - the Tax Rate for this rule is entered as a percentage (8% not .08)
Apply Over Minimum - Only apply tax to portion over minimum taxable amount. When checked, the system will only apply tax to the amounts above the minimum.
Include Previous Tax - This is a checkbox that the user can click or tap if they want to include the previously charged tax.

 

 

Tax Rate Rules can be edited by selecting the Edit button next to the Tax Rate Rule you wish to change.  

• Related Articles

• Tax Groups

  Tax Groups The Tax Group records is very simple record, designed to identify the tax location or destination and hold the Tax Rate Rule(s) that make up the total Sales Tax for the group. The Tax Group record is what will be attached to each Location ...

• Line item and Transaction Modification and Changes - V5 Depreciated

  Line Item and Transaction Changes In this section, you will see how to make changes to line items and make changes at the transaction level. Starting a transaction from the Inventory page allows you to select items manually. Items can also be added ...

• Purchase Orders Overview

  Purchasing Orders The Purchase Order module is designed to make the process of creating, placing, and managing purchase orders easy and fast. In this section, we will discuss various tools and techniques the user can use to make the job of buying ...

• POS Function Buttons - V5 Depreciated

  Additional POS Functions In addition to the point of sale's standard features, there are additional functions that can be found at the bottom of the POS window. The Functions menu can be expanded to the 2 or more rows as show above by clicking the ...

• Navigating OpSuite POS - V5 Depreciated

  Navigating OpSuite Point of Sale The top bar of of the POS is home to many functions of the device. Main Menu - Displays multiple functions of the point of sale device. Search - Allows you to search records from inventory, customer, and history ...