Tax Rate Status

OVERVIEW

The Tax Status screen will display a customer’s tax rate code as defined in the account record. A customer’s tax rate can be temporarily changed in this screen by selecting a different tax rate code to apply to the current open ticket. Once a tax rate code is changed, the system will automatically recalculate the taxes for any items presently on the ticket.

SETUP PROCESS

To View a Customer’s Tax Status:

1. In POS, select a customer via the customer search function. (See Retrieving an Existing Customer).

2. Once the customer is displayed in the Customer Information box, click on the Customer Information box to access the Tax Status for that customer.

3. Click on the Tax Status button.

4. In this screen, a different tax rate code can be assigned to a customer and designate whether they are tax exempt. This new tax rate will apply to any items presently on the ticket and any additional items added before tendering this ticket.

5. Click OK when finished to return to POS.

See Tax Rate Setup for more information about your tax settings.