How to Create and Edit Taxes and Fees
- This document covers a step-by-step guide to create and edit taxes/fees in the Basket point of sale system.
- Using the navigation drop-down menu, on the upper left hand corner of the screen, select Admin > Pricing > Taxes & Fees
Upon navigation to the products page, you will be presented with an option to add a new tax.
Adding a Tax/Fee
- To create a new tax, click on the “Add Tax” button. This will bring you to a tax/fee creation form, where you are required to input all mandatory fields related to the tax you are creating. If any mandatory field is left empty, then you will not be able to create your tax.
- When selecting rate type, select the type you wish to apply to products given the fee you are creating. Percents will generate fees based on their retail price, while flat rates will charge consistent rates independently of the item.
- Toggling EBT exempt will make your fee not apply to items that fall under EBT products.
- When selecting your tax apply type, choose how you wish for this fee to be applied. If all is selected, every item in the Basket point of sale system will have this fee applied. If Department is selected, then all items under the selected departments will have the fee applied. If item is selected, then individual items will need to have the fee designated to them during creation for the fee to apply.
- Finally, when adding stores, select the stores you wish the fee to be available under.
After all fields are properly filled out, click “Save Tax”. If your tax saved successfully, you will see it populate the left hand side of the screen.
Editing a Tax/Fee
- To edit a created tax, locate the tax on the left hand side of the Taxes & Fees page, and click the tax. This will open the form of the previously created tax, with all of the information pertaining to the tax.
- To replace or modify fields, simply find the field you wish to change and make your edits.
- After any/all edits have been made, click the “Save Tax” button to update the tax.
Deleting a Tax
- To delete a created tax, locate the tax on the left hand side of the Taxes & Fees page, and click the tax. This will open the form of the previously created tax.
- To delete the tax, click the “Delete” button at the bottom of the form. This will remove the fee from the Basket point of sale system.