Set up tax rules

Administrators can add tax rules to apply to products. Taxes will be automatically added to applicable items at checkout. 

Note: A tax rule must be selected at both the store level and product level to be applied at the POS. If a store has a tax rule selected, but the product does not have the tax rule selected, then the value of the tax rule is not applied to the product at the POS at time of sale. If a store does not have a tax rule selected, but the product does have the tax rule selected, then the value of the tax rule is not applied to the product at the POS at time of sale.

To add a tax rule to your uAccept POS account, follow these steps:

1. From the System Management tab, select Tax Rules.

2. Click Add.

3. In the Name field, enter a name for the tax rule (e.g., CA State Tax).

4. In the Description field, enter a description, if desired.

5. In the Percentage field, enter a tax percentage for this tax rule.

6. From the Status drop-down menu, make sure Active is enabled.

7. Click Save.

Note: To automatically add taxes to applicable items at checkout, you must assign the tax rule at the store level and the product level. 

Tax Rules by Jurisdiction

Tax Rules by Jurisdiction allows you to assign tax rules by store, which are then passed down to all POS devices assigned to that store. When a product is sold from a POS device assigned to a store, the tax rule assigned to that store is applied to the product that is sold.   

To enable Tax Rules by Jurisdiction, follow these steps.

1. From the System Management tab, select Device Settings.

2. Select the store you would like to assign a tax rule to and click Edit.

3. In the Tax Rules section, select the check boxes for the Tax Rules that apply to this store.

4. Click Save.

Repeat steps 2–4 for additional stores, if desired.

5. From the Products tab, select Product List.

6. Select the product you want to assign a tax rule to and click the Edit icon.

7.  In the Additional Fees section, select the check boxes for the Tax Rules that apply to this product.

Note: By selecting a tax rule at the product level, the store level tax will be passed down to the POS device and applied to the product.

8. Click Save.