Item-Level Taxes

If your company is configured with the SwipeSimple Register software package, you will have access to create Item-Level Taxes. Not sure what software package is on your account? Contact your Merchant Service Provider.

Item-Level Taxes allow you to specify tax behavior for each item in your Item Catalog. 

Adding tax to items on the web

To add tax to items from SwipeSimple Web:

  • Log in to your SwipeSimple account from swipesimple.com
  • Click on the Item Catalog side menu option
  • From the table, click on the Item Name to edit an existing item
  • To add a new item, click on Add New Item

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You can choose between three tax settings for each item:

  • Non-Taxable – Tax will not be applied to the item.
  • Prompt for Tax – SwipeSimple will prompt you to select a tax rate when you add the item to the cart during a sale.
  • Taxable (shown above) – Tax will automatically be applied to the item during a sale. You can add more than one tax rate to a single item when you configure the item as Taxable.

You can also edit the tax for multiple items at once from your Item Catalog:

  • Click on the Item Catalog side menu option
  • Select the Items you want to bulk edit by checking the box on next to the Item Name 
  • Click on Edit "#" Items

You will be able to add specific tax rates to multiple items at once by checking Taxable in the pop-up box. 

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Add Tax to items during a sale

If an item's tax setting is set to Prompt for Tax, SwipeSimple will prompt you to choose a relevant tax rate when adding the item to the cart during a sale.

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You can also edit the tax rate by tapping on the item once it is in the cart. Note: this is only true for items that are set to Prompt for Tax.

When you add an item to a sale that is configured as Taxable, SwipeSimple will add the item to the cart with the relevant tax rate(s) applied. 

If you add an item to a sale that is configured as Non-Taxable, there will be no tax applied to that item and you will not be prompted to add a tax rate. 

 

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