Node Preferences - Taxes - General
In the Taxes - General area, you can set the tax method and some options for handling special tax situations. The available options vary by tax method. Tax preferences should be set at the Subsidiary level. The tax amount that is applied to an item on a transaction is determined by:
- The tax code assigned to the item
- The tax area assigned to the store
- The tax rate assigned to that tax code in the store's tax area
| Preference | Description |
|---|---|
| Tax Method |
Select the sales tax method used by the Subsidiary. |
| Send Sale Tax Location | This preference determines which store's tax rate is applied to send sale transactions: Selling Store (where the item was sold) or Fulfillment Store (where the item is picked up by the customer). |
| Include 1st tax when calculating 2nd tax on price | If selected, the 1st price will be included when calculating a 2nd tax on price. This is for tax areas where two sales taxes are applied to retail sales, sometimes separately, sometimes combined. |
| Multi-tax VAT | This preference is for retailers operating in a VAT environment but in which there are multiple taxes applied. If you are a retailer operating in a multi-VAT environment, select the Multi-Tax VAT checkbox. Note: If you are a retailer operating in a state such as Kerala where the additional tax is calculated off the first tax, also select the Calculate Tax 2 from Tax 1 checkbox. |
| Calculate Tax 2 from Tax 1 | Note: This option is currently only needed by retailers operating in certain specific regions, such as Kerala, India. The state of Kerala has a tax system that adds an additional tax that is calculated off of the first VAT tax. Tax2$=Tax1$*Tax2% Then Tax1$ and Tax2$ are added to the item price. P$T$= P$+(T1$+T2$) |
| Round Tax Amount | If selected, the tax amount (Tax $) is rounded at the subtotal level (rather than rounding each item's tax amount) on receipts and sales orders. |
| Rounding Method | Select the rounding method to use: Normal: Tax $ is rounded up or down, whichever is closer. Up: Tax $ is always rounded up. Down: Tax $ is always rounded down. Note: Be sure to set the number of tax decimals to zero if rounding Tax $ at the receipt/SO level. |
| Zero out tax for detax customers | This preference is only available if the Tax Method is set to VAT (or ICM). If selected, when a customer whose Detax field is selected is added as the Bill To or Ship To customer on a transaction, the Tax $ amount will be removed/set to 0.00 |
| Apply Detax to Tax % | (VAT only) If this preference is selected, the transaction Tax % is set to 0.0% when Detax occurs, whether Detax occurs manually or automatically. |
| Apply Detax to Shipping | (VAT only) If selected, the Shipping Tax % is set to 0.0% when Detax occurs, whether Detax occurs manually or automatically. |
| Apply Detax to Fees | (VAT only) If selected, the Tax % will be set to 0.00% and Tax $ will be set to 0.00. |
| Apply Detax | Controls when detax is applied, before or after discounts. Before Discounts, when Detax flag is enabled:
Note: As the Detax flag condition changes and the receipt items are reprocessed, the pricing will toggle to the appropriate method. Discounts will process forward from that state. After Discounts, when Detax flag is enabled:
When Detax flag is disabled: Items are posted with the full VAT price, tax included, iscounts are applied to the full VAT price and Taxed Active Price - Discounts = Taxed Receipt Priced |
| Allow Tax Rebate | (VAT only) The Tax Rebate feature enables retailers to refund all or a portion of a customer's paid tax. This feature is primarily used to make refunds of international VAT paid; however, it is available for use with other Sales Tax methods. Tax rebates are based on a threshold value of the total tax amount of items purchased on a receipt. When the threshold is met, the customer is eligible for a refund of a percentage of the tax paid. The Tax Rebate feature does not affect the total or subtotal of the receipt or decrease the tax amount. |
| Default Tax Rebate Percentage | If the "Allow Tax Rebate" check box is selected, then enter the default percentage that will be rebated (when tax rebate is performed). The default tax rebate value can be edited at runtime, if necessary. |
| Tax Rebate Threshold Amount | If the "Allow Tax Rebate" check box is selected, enter the threshold amount for rebates. Transaction totals less than this amount will not be eligible for a rebate. Transaction totals equal to or greater than this amount will be eligible for rebates. |
Taxes - General Preferences
