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Creating a Sales Tax

Learn how to create sales taxes in Octopos Backoffice.

Once logged into the backoffice, click on the Products, followed by the Taxes button.

 
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Click the Create button on the taxes menu.

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You should now have a new tax page where you can add your tax name, percentage, 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.

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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 *: 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.

 
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