The tax on a check looks wrong

How the POS decides an item's tax, how Non Taxable and Tax Exempt work, and what to check when tax is missing or extra.

Each item's tax comes from its own Tax setting, or if that's left on Inherit from Dept/Category, from the tax on its department's category. It is set when the item is rung in.

#Tax is missing on an item

In the back office open Menu > Items > the item and check:

• Non Taxable is ticked on the item, or on its department (Menu > Departments). Either one means no sales tax at all.
• The item inherits, and its department's category has no tax assigned. The tax picker then reads No Tax Assigned to Category. Pick a tax on the item or on the category.

#Tax shows on something that shouldn't have it

Tick Non Taxable on the item (or on the whole department) and save.

#A whole check should have no tax

For a tax-exempt guest (a school, a charity), use Tax Exempt on the payment screen:

1. On the payment screen, tap Tax Exempt.
2. Type a message for the receipt, such as the group's name or tax ID, and confirm.
3. The button reads Tax Exempt: ON and the tax comes off. Tap it again to put the tax back.

The message prints on the receipt. Managers can list these orders in the back office under Reports > Sales > Tax Exempt Sales Report.

#Good to know

• Changing a tax rate or an item's tax doesn't change items already rung in on an open check. Ring the item in again to pick up the new tax.
• Tax rates are set under Store Settings > Taxes. A rate can't be 0; use Non Taxable instead.
• A surcharge can carry its own tax, set with Apply Tax under Store Settings > Surcharges.

Related: Set your tax rate.