Tax Settings

Individual tax rates are managed in Tax ManagementAdd, edit or schedule rates there. This page decides how they are applied.

GST 5% (Groceries) 5% GST 12% 12% GST 18% 18% Exempt 0% Bottle Deposit $0.10 Import Duty 8% Deli Service 3% Plastic Bag Levy Oct 01

Open Tax Management

Tax Mode

Exclusive

Tax is added at checkoutall registers

Default Tax

GST 5% (Groceries)

For products with no tax setRates

Active Regions

6 of 7

Home: Illinoisdestination-based

Exempt Groups

2 of 6

63 certificates on file4 expiring soon

Tax calculation

Applies to POS, online and invoices

Tax mode

ExclusiveShelf prices exclude tax. Tax is added on top at checkout.Shelf price$100.00Tax (5%)+ $5.00Customer pays$105.00 InclusiveShelf prices already include tax. Receipts show how much of the price is tax.Shelf price$100.00Includes tax (5%)$4.76Customer pays$100.00

Default tax

Used when a product has no tax assigned. Manage rates

Round tax

Per-line rounding matches most tax filings.

Rounding precision

Applied to the tax amount before it is added to the total.

Registration & filing

Printed on tax documents

Registered business name *

Tax registration no. *

Printed on invoices and receipts.

Sales-tax permit (home state)

Illinois Certificate of Registration.

Filing frequency

Next return due

Remind managers before a return is dueSends an in-app and email alert 7 days ahead. Notification settings

Registration numbers are shared with Tax Management and every printed invoice. Changes apply to documents issued from now on. See the Tax Summary for what you owe this quarter.

Regional tax rates

7 regions shown

Region	State rate	Local rate	Grocery rate	Combined (general)	Status
Illinois Store #1 IL · Home region	%	%	%	8.75%	Active
Indiana IN	%	%	%	7.00%	Active
Wisconsin WI	%	%	%	5.60%	Active
Michigan MI	%	%	%	6.00%	Active
Iowa IA	%	%	%	7.00%	Active
Missouri MO	%	%	%	7.33%	Active
Ohio OH	%	%	%	7.25%	Off

Add a region

State

Local

Grocery

Grocery rate applies to unprepared food. Set it to 0% where groceries are exempt. Combined = state + local, used for general merchandise and prepared food.

Customer group	Customers	Tax status	On file
Regular Everyday shoppers on standard pricing	1,214	Taxable	—
VIP Top spenders with priority perks	186	Taxable	—
Wholesale Bulk buyers on trade pricing (resale)	64	Exempt	41 valid · 3 expiring
Retail Registered shoppers with a member discount	842	Taxable	—
Corporate Cafés, caterers and offices	38	Exempt	22 valid · 1 expiring
Staff Team discount for employees	27	Taxable	—

Tax rules preview

Live

Try a cart of $100 to see exactly how the rules above turn into a tax breakdown.

Region

Customer group

Fresh produce

Groceries—

Dairy & eggs

Groceries—

Snacks & drinks

General—

Household

General—

Cart total $100.00 Exclusive

Receipt & invoice display

What customers see

Tax summary style

One totalA single “Tax” line under the subtotal By tax typeOne line per rate: grocery, state, local By line itemFlag each item with its tax code

Show registration no.In the receipt and invoice header.

Show rate next to taxPrints “Local 2.50%” instead of “Local”.

Label as “TAX INVOICE”Required for registered B2B sales.

Receipt preview

Tax calculation

Registration & filing

Regional tax rates

Tax-exempt customer groups

Tax rules preview

Receipt & invoice display