Set up a category flat tax

Category flat tax functionality is available to users with version 18.1.107 and is not enabled by default. If you're on an eligible version, use the instructions below to get started. 

Multi-store retailers: If you share tax rates between locations, category flat taxes must be configured at your primary location and are shared in the nightly Data Exchange.

Please note that Category Flat Taxes cannot be edited by line item within a sale transaction. To exclude individual customers, edit their Customer Record by applying a Tax Exception. The instructions below are meant only as a guide - please consult your tax specialist for up-to-date state and federal law requirements. 

Unhide the tax rate 

1. Navigate to Database Explorer > Tax Rates
2. Enable the Show Hidden option near the top right corner
3. Select CategoryFlatTax and click the Restore icon

Set your preferences

1. Double-click on the unhidden CategoryFlatTax type to edit tax Amount, Description, mapped QuickBooks account, and Tax Items.

Sherpa tipOregon retailer? Set the Tax Type Amount to $0.00 and update the Category Tax field (next section) on all applicable bike categories to $15.00 for the bicycle excise tax starting January 1st, 2018



2. Click Save to record your changes or Cancel to close the window without saving changes.

Assign to categories

1. Navigate to Database Explorer > Categories
2. Double-click on the categories that you'd like to add the tax to
3. Set the flat tax by updating the field below the tax grid with the desired tax description



4. Click Save to record your changes



Sherpa tip: Category flat taxes must be set individually, by category. Flat tax rates will not be applied to any other category (including child categories) automatically. 

Troubleshooting

Getting a Validation Failed! error message when attempting to save an unmodified Tax Type like the one below? Don't worry! Simply click Cancel on the Edit Tax Type window to proceed. The default settings will be used and your Tax Type will be ready for use


Additional Resources

Sales

  1. Run a sales transaction
  2. Complete a return
  3. Create a layaway
  4. Create a quote
  5. Add a customer
  6. I messed up a sale/payment. How do I fix it?
  7. Change a Tax Rate during a sale
  8. Set up a category flat tax
  9. Create a sales promotion
  10. Add or edit products for an existing sales promotion
  11. Download coupons using the Coupon Wizard
  12. Record a payout
  13. Sell a Gift Card
  14. Sell a Gift Certificate
  15. Issue In-Store Credit
  16. See sales totals for my customers (like what they owe us, what we owe them, and what they've spent over time)
  17. Create, edit, and use coupons
  18. Use the Cash Drawer Counter
  19. Add a country in Ascend
  20. Add a Tax Exception Reason
  21. Create custom payment types
  22. Print a large receipt for a transaction
  23. Exchange a product for a customer
  24. Use rounded payments
  25. See who took a payment
  26. Change the customer in a transaction
  27. Charge a purchase to Purchase on Account (accounts receivable)
  28. Set up Purchase on Account for a customer (accounts receivable)
  29. Close Purchase on Account for a customer (accounts receivable)
  30. Post a payment to Purchase on Account (accounts receivable)
  31. Send invoices for Purchase on Account (accounts receivable)
  32. Handle Special Order items
  33. Process a cash payment
  34. Process a check payment
  35. Process a custom payment type
  36. Process an eCommerce payment
  37. Process a financing payment
  38. Process a gift card payment
  39. Process a gift certificate payment
  40. Process an in-store credit payment
  41. Manually process a credit card, Trek Card, or gift card payment
  42. Process credit or debit card payments using the (Ingenico) payment terminal
  43. Process a Trek Card payment
  44. Process a trade-in payment
  45. Manage Discount Reasons
  46. Discount items on a transaction

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