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Tax settings control how sales tax is calculated and displayed on receipts. Configure your business information, primary and secondary tax rates, and tax exemption options.

Accessing tax settings

Navigate to Manager DashboardTax Settings to configure these options. Manager role is required.
Tax settings are displayed on receipts and used for all sales calculations. Ensure accuracy for compliance with local tax regulations.

Business information

Configure your business details that appear on receipts and reports.
businessName
string
required
Official business name printed on receiptsExample: BMS Pet Store
taxNumber
string
Tax registration or identification numberExample: 123-456-7890 or VAT-GB123456789Required in many jurisdictions for tax compliance.
businessAddress
string
Complete business address for receiptsExample: 123 Main Street, Suite 100, City, State 12345

Tax configuration

Control whether tax is charged on sales and configure tax rates.
enableTax
boolean
default:"true"
Master toggle for tax calculationsWhen disabled, no tax is calculated or displayed on any transactions.
Disabling tax does not exempt your business from tax reporting obligations. Consult with a tax professional before disabling tax calculations.

Primary tax

taxName
string
default:"Sales Tax"
Display name for the primary taxCommon examples:
  • Sales Tax (United States)
  • VAT (Europe, UK)
  • GST (Canada, Australia, India)
  • Tax (Generic)
taxRate
decimal
default:"10"
Primary tax rate as a percentageRange: 0-100%Example: 10 for 10% tax, 12.5 for 12.5% tax

Secondary tax (optional)

Some regions require multiple tax calculations, such as state and federal tax, or VAT plus service tax.
enableSecondaryTax
boolean
default:"false"
Enable a second tax calculationWhen enabled, both primary and secondary taxes are calculated and displayed separately on receipts.
secondaryTaxName
string
default:"Service Tax"
Display name for the secondary taxCommon examples:
  • Service Tax
  • City Tax
  • Federal Tax
  • Local Tax
secondaryTaxRate
decimal
default:"5"
Secondary tax rate as a percentageRange: 0-100%
Both primary and secondary taxes are calculated on the subtotal and displayed as separate line items on receipts.

Tax exemptions

Allow tax-exempt sales for qualified customers or organizations.
enableTaxExemptions
boolean
default:"false"
Enable “Tax Exempt” option in POSWhen enabled, cashiers can mark transactions as tax-exempt. This is commonly used for:
  • Non-profit organizations
  • Government purchases
  • Resale certificates
  • Other qualified exemptions
Tax-exempt transactions should only be processed with proper documentation. Maintain records of tax exemption certificates for compliance.

Additional settings

notes
string
Internal notes about tax configurationUse this field to document:
  • Tax compliance requirements
  • Special exemption rules
  • Regional tax regulations
  • Date of last tax rate update

Tax calculation examples

Single tax (10% sales tax)

Subtotal:    $100.00
Sales Tax:   $ 10.00 (10%)
Total:       $110.00

Multiple taxes (10% VAT + 5% service tax)

Subtotal:      $100.00
VAT:           $ 10.00 (10%)
Service Tax:   $  5.00 (5%)
Total:         $115.00

Tax exempt

Subtotal:    $100.00
Tax:         $  0.00 (Exempt)
Total:       $100.00

API endpoint

GET /api/settings/tax
POST /api/tax-settings
Example request:
{
  "businessName": "BMS Pet Store",
  "taxNumber": "123-456-7890",
  "businessAddress": "123 Main Street, City, State 12345",
  "enableTax": true,
  "taxName": "Sales Tax",
  "taxRate": 10.0,
  "enableSecondaryTax": false,
  "secondaryTaxName": "Service Tax",
  "secondaryTaxRate": 5.0,
  "enableTaxExemptions": false,
  "notes": "Standard state sales tax rate. Last updated: Jan 2024"
}

Current tax configuration summary

The tax settings page displays a summary of your current configuration:
  • Tax Status: Enabled or Disabled
  • Primary Tax: Name and rate
  • Secondary Tax: Name and rate (if enabled)
  • Tax Exemptions: Allowed or Not Allowed

Next steps

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