10. Managing Your Taxes
10.1 Creating a Tax


To create a new tax code, open the Manager Window and select the Taxes option from there. At the bottom-left corner of that window, click on the plus (+) sign. This will create a new tax code named “Untitled”. You can change that by keying over it. You can also adjust the rate and choose whether to make it a default tax or not. These options can always be changed, for more information on how to make those changes, see below.
10.2 Editing a Tax
To edit a tax code, simply click on an existing code in the list. From here, you can assign a new name by keying over the existing one. For example, click on the code named “Untitled” that was created above. Change the name to “NJ State Sales Tax” by keying over the existing text. Hit your tab key, and you can change the rate. The rate can include up to 3 digits following the decimal place, any digits beyond three will be rounded up or down. In this example, change the percentage from 0.000% to 7.000%. In the next column, there is a check-box that will allow you to make the tax code a default code. If this box is checked, this tax will be added to new products by default upon creation.
10.3 Deleting a Tax
Should you ever need to delete a tax code, open the Manager Window and select the Taxes option from there. Select the code you wish to delete by clicking on it to hightlight it, and then, in the bottom-left corner, click on the minus (-) sign. This will remove the tax code from your list. Any orders that are in the system will be updated to reflect the deletion of the tax code. Invoices, however, remain unchanged.
Table of Contents
- Welcome to Checkout
- About this Manual
- The Welcome Screen
- Registering Checkout
- Set Up Your Store
- Managing Your Store
- Managing Your Store - General
- Managing Your Employees
- Managing Your Products
- Managing Your Taxes
- Managing Your Suppliers
- Managing Your Templates
- Managing Your Reports
- Managing Your Ledger
- Logging In
- Daily Usage - General
- Daily Usage - Managing Orders
- Daily Usage - Managing Invoices
- Daily Usage - Managing Customers
- Daily Usage - Till Count
- Stock Room