Shifts, reports & accounts

Check product tax settings

Configure the tax components, groups and product classifications used by your business, using the applicable rules confirmed with your accountant.

WHERE TO FIND IT

Product → Tax / Tax Management

Step by step

Ask the responsible manager to confirm the approved tax group for the product.
Open the product and check its assigned tax and price basis.
Review the checkout total and receipt tax breakdown before completing the sale.
If a rule needs changing, have the authorised manager review it with the business's accountant.

Create each approved tax component with its name and rate. Use rates confirmed for your business by the responsible accountant; the guide does not prescribe a tax rate.
Combine components into a tax group when they apply together. Set inclusive or exclusive pricing as required and attach the correct group to products or the supported category rule.
Use tax classifications to organise which rule applies to a type of product. Test a sample sale and return, checking the tax breakdown and grand total before using a changed rule in daily sales.

Create the named rate components your accountant confirms, combine them in a group if needed, and use classifications for taxed, zero-rated or exempt products.
Assign the tax rule to products and choose a default for new products. Check whether selling prices include tax or have tax added, then verify a sample receipt.
Completed sales keep their original tax calculation. For a future rate change, create and apply the new rule instead of trying to rewrite tax on historical receipts.

Tax components: Define individual tax rates for your products.
Tax groups: Combine applicable tax components into reusable groups.
Inclusive & exclusive tax: Work with tax included in the price or added separately.
Product tax assignment: Apply the appropriate tax group to each product.
Tax classifications: Keep relevant product tax classifications with your catalog.