What is a Tax?

Using the Krossroads web dashboard, you can assign a tax record to location items.

By assigning a tax record to items in location, the tax will be applied to the assigned items during a sale.

You can assign items to a new or existing tax record in one of the three ways;

  1. Tax All
  2. Select Items
  3. or Exempt All

     1. Tax All - Assign all items to a tax record

  1. Click on the Taxes option in the navigation menu on the left of the screen
  2. Then click open one of the listed Tax records under the Location Taxes tab
  3. In the open location tax form, click on the Assigned Items tab
  4. Then at the bottom of the Assigned Items tab, click on the Tax All button
  5. And then proceed to confirm the action.

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     2. Exempt All Items to a tax record

  1. Under the Location Taxes tab, click open one of the listed Tax records 
  2. In the open location tax form, click on the Assigned Items tab
  3. Then at the bottom of the Assigned Items tab, click on the Exempt All button
  4. And then proceed to confirm the action.

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     3. Select Items - Assign select items to a tax record

  1. Under the location Taxes tab, click open one of the listed Tax records
  2. In the open location tax form, click on the Assigned Items tab 
  3. At the bottom right of the Assigned Items tab, click on the Manage Assigned Items button

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       4. A window with a list of Tax Items will appear, proceed to tick the Items to be assigned to the tax

       5. And then click Save.

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The ability to add, edit and delete tax records depends on the role/permissions assigned to the account. 


See Also

  1. Assign Items to Tax using the Krossroads Mobile App.