Enabling Tax in SwipeSimple

Tax can be easily configured in SwipeSimple by following these steps in the SwipeSimple Dashboard.

Create a Tax Rate

  • Select Account Settings from the sidebar navigation menu and click on Tax Rates
  • SwipeSimple will automatically create a default Tax Rate of 10%. Click Edit to modify the tax rate. Enter the name of the tax to display on receipts and the percentage rate. Click update to save changes. 

Enable Tax Collection

  • From the sidebar navigation menu, select Transactions within the Account Settings section. 
  • Toggle the Collect Tax radio button to Yes.
  • Select Update Settings to save. 

Tax Collection for Quick Items

  • Quick Items are items entered that are not associated with a predetermined Item from the Item Catalog. 
  • To collect tax on Quick Items, navigate to Transactions within the Account Settings section. 
  • Toggle the Taxable button under the the Quick Item section to Yes. If there is more than one tax rate configured on the account, users will be prompted to select a tax rate. 
  • Select Update Settings to save.

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