Once logged into the backoffice, click on the Products, followed by the Taxes/ Fees -
Click the Create button on the taxes menu.
You should now have a new tax page where you can add your tax name, percentage or amount, and kind of tax.
You can have a percentage as a tax or a fixed amount; they can be selected from the tax type field.
💡 Form Fields:
Name*: Name of the tax. For example, the City of Phoenix Tax.
Type*: Percentage or Amount. Tax on items will be calculated based on this. Rate*: This is the numeric number. For example, if you added 8.25 here and Type is a percentage, then it will add 8.25% tax on products with this tax.
Exempt EBT*: If enabled, it will remove this tax on EBT Eligible items when paid via EBT.
Enabled by Default on Product Creation*: If this is turned on, this tax will be automatically selected in Create a New Product screen in backoffice and octoyard app .
Tax/Fee* - categorize whether this is a tax or a fee.
*: Required
After entering all the necessary fields, click the submit button, and your tax should be added to the system. Make sure to sync the POS tablet to see the tax in effect.
Once the tax is added , you can assign it during product creation.
Select the Taxes tab -
OR
Import the product inventory sheet detailing the tax per product -
Go to Products -
Select Import/Export -
Select a Location and Download the sample CSV file-
Fill in the excel sheet and detail the tax column -
Upload the file -
Click Import to upload the detailed inventory file with the TAX column.
Note - The TAX has to be created in the backoffice first before performing the import.