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Setting up taxes ​

For
Administrator
Where
Back office
Permission
Manage stores and settings
Checked on

Sales taxes are set up once, on a single screen: your taxes and their rates, the taxes each store charges, and the tax classes that say which products are taxed. The register then works out the taxes on its own, sale by sale. Do this setup before a store's first sale.

Before you start ​

  • Have the name and rate of each tax at hand, for example TPS (GST) 5% and TVQ (QST) 9.975% in Quebec, or HST 13% in Ontario. The software knows no rate in advance: you enter them.
  • Each store must have its correct local time, set in Settings > Stores and registers.

A tax change only applies to future sales. Past sales keep the tax they were made with: nothing is rewritten.

Adding your taxes ​

Add each tax only once, even if several stores charge it.

  1. Open Settings > Taxes.

    The Settings menu, the Taxes entry outlined, and the Taxes screen with the Add a tax button

  2. Click Add a tax, under Taxes.

  3. Type the name your customers know in Name, for example TPS.

  4. Type the rate in Rate (%), for example 5 or 9.975.

  5. Choose the tax's jurisdiction in Jurisdiction. If it is not in the list, choose Other jurisdiction…, then fill in Jurisdiction name (for example Québec) and Official jurisdiction code (for example CA-QC).

  6. Click Save the tax.

    The New tax form filled in for TPS: 5%, jurisdiction Canada, the Save the tax button outlined

The tax is added to the list, as "TPS — 5 % — Canada", and the screen shows "Tax TPS added. Check it in the stores that charge it." Repeat for each tax. For TVQ, choose Other jurisdiction… in Jurisdiction, then enter Québec and CA-QC:

The New tax form filled in for TVQ: 9.975%, Other jurisdiction… chosen in the outlined Jurisdiction list, Québec and CA-QC

Both taxes appear in the list:

The list of taxes: TPS — 5 % — Canada and TVQ — 9.975 % — Québec

To change a rate later, on a date you choose, see the guide "Changing a tax rate".

For your very first tax, the Jurisdiction list does not exist yet: the screen asks directly for Jurisdiction name and Official jurisdiction code. The code has two letters for a country (CA), or the country, a hyphen and the region (CA-QC).

Adding product tax classes ​

Each product has a tax class. The class says whether the product takes all the store's taxes, none, or only some. Most businesses have two classes: one for taxable products, one for zero-rated products.

  1. Open Settings > Taxes.

  2. Click Add a tax class, under Product tax classes.

  3. Type the name shown on product pages in Label, for example Taxable.

  4. Choose All the store's taxes, No tax (zero-rated) or Only some taxes in Taxes applied. With Only some taxes, check the taxes you want in Taxes of the class.

  5. Click Save the class.

    The New tax class form: label Taxable, All the store's taxes, the Save the class button outlined

Repeat for each class. A product's class is then chosen on its product page (guide "Adding a product").

The list of classes: Taxable, with all the store's taxes, and Détaxé, with no tax

Checking each store's taxes ​

  1. Open Settings > Taxes.

  2. Check the taxes the store charges, in its box under Stores, for example TPS — 5 % and TVQ — 9.975 %.

  3. Click Save followed by the store's name.

    The Rive-Nord store box: TPS and TVQ checked, the warning This store's taxes are configured differently, the Save Magasin Exemple — Rive-Nord button outlined

The screen shows "Taxes of Magasin Exemple — Rive-Nord saved." and the warning goes away. The store's next sales take these taxes. On the receipt, each tax appears on its own line, with its name.

The message Taxes of Magasin Exemple — Rive-Nord saved, above the store boxes, without the warning

The store's next sales take the saved taxes right away. Check the boxes before saving a store that is already selling.

A store whose taxes were set up before this screen shows the warning seen above, "This store's taxes are configured differently: checking taxes will replace its configuration." For that store only, the screen shows below the boxes what saving will change: What will be replaced: lists the rates that will change. If it says "No sales tax changes in this store", saving without changing the boxes brings the store under this screen without changing its taxes.

Advanced settings ​

The Advanced part, folded at the bottom of the screen, holds rare settings: the deposit tax, register exceptions and product-store exceptions. Most businesses do not need them.

The Advanced part unfolded: Deposit tax, Register exceptions and Product-store exceptions

Troubleshooting ​

"Add the tax classes of your products first (below) before saving a store." ​

No class exists yet. Add at least one class, then save the store.

"Saving refused: … active product(s) without tax in this store" ​

Some products have no class that gives them a tax in this store. The message names these products: open their product page, choose their tax class, then save the store again.

"The store's local time is unknown" ​

Set the store's local time in Settings > Stores and registers, then save its taxes again.

See also ​