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How to configure taxes

Abstract

Quetzal supports three configurable taxes per location. Each tax can be named, have a percentage rate specified, and may optionally be marked as embedded. Tax can be configured for each location, in the administration screen.

Quetzal Philosophy

Quetzal provides a simple and elegant tax configuration system that is easy to setup, and flexible enough to meet the needs of most customers. Products which are never applicable for a specific tax can be tagged as such, and permenant tax exemptions can be configured for any such tag. Taxes can be exempted on a per item basis with notation at the time of sale. Taxes collected can be reported on in the reporting screen.

How are taxes configured?

Initially, Quetzal's default configuration is to not charge any taxes. As utopian as this situation is, the reality is that in most areas taxes do apply to the sale of items.

To configure taxes for your organization, first authenticate yourself to access the administration screen, and choose the locations tab. Because each location can have its own tax configuration, begin by selecting the location you want to configure. The location representing the system you are currently connected to is indicated by the house icon. Select the utilities section from the top of the right hand section, this looks like the box shaped icon.

To add a tax to the selected location, simply enter a name into one of the three (3) tax slots, and set its percentage rate. Set the embedded switch on if you want the sticker label, produced by Quetzal's built-in label printing feature to embed the tax into the price of the item.

Taxes will be automatically calculated on ledger items in the terminal at the specified rates.

What if some of my products are never taxed?

Quetzal allows you to sell items and not charge taxes on the sale. You can do this in the terminal at the time of sale or assign groups of items as being exempt from tax using tags.