How to Create and Apply Taxes on the device

You can create taxes either on the device or on Poynt HQ.  In this article we'll review how to create taxes on the device.

Create a tax on device

Step 1: To create or manage a tax, click on Taxes from the white row.

Step 2: Select “Add Tax”

Step 3: If this is a new tax, enter in the name and choose if tax will be applied as a Percentage or as a Fixed Amount. Add the tax amount and tap "Save Tax".  If you already have taxes created, click on Add Existing tab, choose from the options that come up and click on Add.

Applying a Tax

Once you create your taxes within a Catalog, they will be applied automatically in the Register app to the order or category level they were created on.

You can see below that the Tax On button is checked off.  This means the tax created will now apply to all the products in this catalog.

Item Level - Tax

You can also turn taxes on and off on an item level.  To apply a tax at the item level, select "Order Details" and click the pencil icon to the left of the product. 

Any taxes that you've created can be toggled on or off here, affecting only this particular item. 

NOTE:  If there is no tax associated with the catalog that an item belongs to, you will not be able to toggle the sales tax option on or off on the item level.