How do I change my tax rates?

Modified on Wed, 12 Apr, 2023 at 11:19 AM

Overview

   This article will detail how to do mass tax changes in Cloud Retailer.  


Procedure

To change your tax rate that will affect all products:

  1.  In the back office, click on the Admin tab and select Sales tax jurisdictions.  (using the search bar and searching the word tax will reduce the number of options you have to look through)
  2. Double-click on the tax rate you would like to change.
  3. Change the tax rate as needed.
  4. Click Save when you are done.

Please Note:  
This change will take effect immediately at the POS, so you need to update this outside of business hours. 

We strongly recommend that you do this after you close the store the day prior to the tax change taking effect.  
This gives you the opportunity to test with plenty of time to address any questions or issues that could come up prior to the next business day.

The "Description" on the "Sales Tax Jurisdiction Data" is what will be shown on the receipt


Here is a video covering some of the above information:


References


Average Time to Complete

15 minutes


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