Increase Your Bottom Line and Profitably Manage Your Inventory with The Edge
WHAT IT IS
The Tax Override feature that lets you manually enter sales tax amounts at POS rather than having to set up tax definitions.
NOTE: This only applies to transactions being shipped. It’s not possible to override the tax on in-store sales.
WHAT IT DOES
Allows you to calculate the correct state and local sales tax using an external website or app, and then manually enter those amounts into The Edge.
HOW IT WORKS
To override tax at POS:
Enter sale details at POS. You must use the Ship... button to specify a Shipping Address, otherwise the override option will not be available.
In the bottom right of your screen, click the drop-down arrow next to Sales Tax.
That associate must have the permission “Allow Ship To Tax Changes at POS” in order to proceed.
The Tax Override window will appear. Each line from the sale will be displayed along with the sales tax being charged.
Enter the tax amounts you wish to collect, then click OK.
NOTE: For repair and custom jobs, you can split the sales tax between Parts, Labor, and Other if necessary.
Complete the transaction.
EXPAND YOUR EDGE EDUCATION
Can’t get enough of our Override Tax feature? Click the button below to launch our Edge User site and log-in to learn about the two reports you can run for this feature. There’s also a tip sheet you can download to keep all this info handy. Continue to empower your business by watching webinars, reading articles from The Edge Knowledgebase, and chatting with your fellow Edge users.