How to Enter Tiered Taxes

Tiered taxes allows you to set up different tax rates based on the total transaction amount. This would be pertinent, for example, if a normal tax rate is 7% but changes to 7.7% once an order is over $3,000.

To begin your tiered tax setup go to the Gear icon in the top right-hand corner and choose the Settings option. From there click on the POS Settings tab and then Taxes.

This page will display your normal tax rates for both in-store and online sales. To create the tiered tax jurisdiction click on the white ‘Add Jurisdiction’ button. A window will appear on the side allowing you to add a new tax jurisdiction; to make it tiered you simply need to check the ‘Limit price range where tax is applied’ box and you will see two additional text fields appear. Add in the appropriate minimum price & maximum price and the adjusted tax rate that should be applied. For multiple jurisdictions make sure the rates do not overlap and have both a start and end amount ($500.00 - $999.99, $1,000.00 – $2,999.99). It’s vital that you also include the cents so all transactions can be accounted for. For single jurisdictions that extend from a dollar amount onward ($3,000 +) this can be accomplished by setting the minimum price as the amount you want and the maximum price upwards of 1,000,000. Since the system requires an amount to be entered you must enter a specific dollar value.

Please note: No dollar sign or special characters should be entered in either of the price fields.

After you have all the information entered press ‘Add’ to save it for your settings. You do not need to press Save for it to apply. After these records are entered you will see the new jurisdictions automatically have applied to all available tills (for POS only). If you would like to alter or remove these rates simply edit the appropriate fields and hit ‘Save’.

For more detail on setting up your taxes, including a more in-depth three tier example, click here for the article on setting up taxes and tills.

If you have questions or need help with setup on any part of your Classes, including the tax rate, please give us a call at 385-404-6200.