To apply for this and other POS features, please contact our Merchant Success Team.
SHOPLINE is about to launch the "POS Taxes Settings" feature. Merchants can set regional tax information in the SHOPLINE Admin and apply these settings to the POS app. Tax information will appear on the cart and checkout screens, as well as in a store's transaction records.
*Note: This feature is currently only available on POS app for Android.
In this article, you'll find:
- Taxes Settings in SHOPLINE Admin
- Sale tax and service tax combinations
- Calculation method of each tax combination
- Illustrations of taxes description
- Check taxes settings at the retail store
- Print the receipt at the retail store
1. Taxes Settings in SHOPLINE Admin
In SHOPLINE Admin, go to Settings > Taxes Settings then click Add Region.
*Notes:
- The POS system only applies the tax settings of the region where the retail store is located.
- If transactions at a retail store are taxable, please turn on the "All Shops need Tax Collection" toggle switch next to the "Add Region" button.
After adding a region, click Edit to enter the tax-setting page.
i. If price for all products already includes taxes, please slide the "All prices include tax" toggle switch to ON.
ii. If there is a sale tax, please enter the tax name and tax rate. You can also turn on the "Automatically calculate tax rates" feature after entering the tax name.
iii. Freight Tax only applies to online stores.
iv. If Service Tax is charged and taxable, please slide the "Service Tax is Taxable" toggle switch to ON, and enter the tax rate (service tax is only applicable to physical stores).
*Notes:
- The "Service Tax is Taxable" toggle switch can only be switched on when there is a basic sale tax.
- The "Service Tax is Taxable" toggle is switched OFF by default.
- If the service tax is taxable and the basic consumption tax rate is left blank, a reminder message that says "Please fill in Sale Tax Rate or turn off Service Tax is Taxable Toggle" will appear.
2. Sale tax and service tax combinations
|
Combination |
Does the product include sale tax? |
Does the product include service tax? |
|
1 |
Included |
X（No service tax） |
|
2 |
Included |
✓（Taxable） |
|
3 |
Included |
✓（Service tax exempted） |
|
4 |
Excluded |
X（No service tax） |
|
5 |
Excluded |
✓（Taxable） |
|
6 |
Excluded |
✓（Service tax exempted） |
|
7 |
X（No sale tax） |
✓ |
3. Calculation method of each tax combination
|
Combination |
Sale tax |
Service tax |
|
1 |
(Product price - Discounts and Promotions - Applied Store Credits) * Sale Tax Rate / (1 + Sale Tax Rate) |
X |
|
2 |
(Product price - Discounts and Promotions - Applied Store Credits + Service Tax) * Sale Tax Rate / (1 + Sale Tax Rate)
|
(Product Price - Discounts and Promotions - Applied Store Credits) * Service Charge Rate |
|
3 |
(Product price - Discounts and Promotions - Applied Store Credits) * Sale Tax Rate / (1 + Sale Tax Rate)
|
(Product Price - Discounts and Promotions - Applied Store Credits) * Service Charge Rate |
|
4 |
(Product price - Discounts and Promotions) * Sale Tax Rate |
X |
|
5 |
(Product price - Discounts and Promotions) * (1 + Service Tax Rate) * Sale Tax Rate |
(Product Price - Discounts and Promotions - Applied Store Credits) * Service Charge Rate |
|
6 |
(Product price - Discounts and Promotions) * Sale Tax Rate |
(Product Price - Discounts and Promotions - Applied Store Credits) * Service Charge Rate |
|
7 |
X |
(Product Price - Discounts and Promotions - Applied Store Credits) * Service Charge Rate |
4. Illustrations of taxes description
i. Order details page in SHOPLINE Admin
1. Product price includes sale tax, no service tax
- The tax rate and amount of tax included in the amount will be displayed in Total.
- Amount of sale tax: (606.7-121.34-102)*0.07/1.07=25.08
2. Product price includes sale tax, service tax is taxable
- The tax rate and amount of tax included in the amount will be displayed in the Total.
- Service tax details will appear in Taxes under the Subtotal. Click the "?" icon on the right to view tax details and calculations.
- Service tax: (600-120-60)*0.1=42
- Sale tax: (600-120-60+42)*0.07/1.07=30.22
3. Product price includes sale tax, service tax is exempted
- The tax rate and amount of tax included in the amount will be displayed in the Total.
- Service tax details will appear in Taxes under the Subtotal. Click the "question mark" icon on the right to view the tax details and calculations.
- Service tax: (600-120-60)*0.1=42
- Sale tax: (600-120-60)*0.07/1.07=27.48
*Note: "Service tax exempted" means the service tax is excluded from the calculation of sale tax, yet service tax will still be charged for the entire order.
4. Product price excludes sale tax, no service tax
- Sale tax details will appear in Taxes under the Subtotal. Click the "question mark" icon on the right to view the tax details and calculations.
- Sale tax: (600-120)*0.06=28.8
5. Product price excludes sale tax, service tax is taxable
- Sale tax and service tax details will appear in Taxes under the Subtotal. Click the "question mark" icon on the right to view the tax details and calculations.
- Service tax: (600-120-60)*0.1=42
- Sale tax: (600-120)*1.1*0.06=31.68
6. Product price excludes sale tax, service tax is exempted
- Sale tax and service tax details will appear in Taxes under the Subtotal. Click the "question mark" icon on the right to view the tax details and calculations.
- Sale tax: (600-120)*0.06=28.8
- Service tax: (600-120-60)*0.1=42
7. No sale tax, service tax is taxable
- Service tax details will appear in Taxes under the Subtotal. Click the "question mark" icon on the right to view the tax details and calculations.
- Service tax: (600-120-60)*0.06=25.2
ii. Shopping cart in the retail store
The cart on the POS app will also show taxes and fees based on tax settings.
*Note: The checkout page and order record will display the tax details and calculations.
5. Check taxes settings at the retail store
Tap [Settings] > [Taxes] on the menu on the left-hand side of the POS app.
*Notes:
- The tax settings in SHOPLINE Admin will be synchronized to the tax settings in the retail store. If you update the settings in SHOPLINE Admin, please reopen and log in to the POS app under a network connection to receive the updated tax settings.
- If you need to adjust the tax settings, please edit them in the SHOPLINE Admin.
6. Print the receipt at the retail store
On the POS app, go to [Settings] > [Receipt] to check set-up information for receipts. The receipt printed at checkout will show tax-related information.
- If you choose to print out the receipt directly after checkout, a column for the number of sheets will appear.
- The number of printed receipts is set to 1 by default. You can set it as 1, 2 or 3 sheets.
- The receipt setting can be operated offline.
- The set value of the number of receipts printed is only applied to the number of receipts printed at the checkout. The setting will not be applied to Order History > Print Receipt.
To print company information and store information on receipts, please go to ONE Omni Channel > All Stores and click on Edit next to the store.
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