The Add / Edit Tax Code screen is accessed via Admin > Admin Options.
In this section you will learn:
If your organization does not need to collect sales tax on any items you sell, you may skip this screen.
This section is used to setup the sales tax rates so that PetPoint can calculate the tax on receipts for those items requiring tax to be collected.
If your organization needs to collect sales tax on any items you sell, add the appropriate tax codes to this screen so PetPoint can auto-calculate the tax on receipts for you.
When you receive your PetPoint database, there are no tax codes set up.
If your organization charges taxes on any of its products or services, you will need to setup your tax rates prior to setting up your Items.
To Create Tax Codes:
1. Enter the name of the tax in the Tax Name field
2. Enter the tax Percentage rate (ie – 5.5 for a 5½% sales tax)
3. Click “Add” to save
Additionally, in Admin Options Add/Edit Item you will be able to add a default Tax Code to any items that tax applies to once your Tax Codes have been set up.
Or you can add Tax through the Receipt screen on an individual basis for each item
Last updated for Professional (formerly PetPoint SMS) & Lite June 22, 2009 - Melissa Wainscott