Tax Category

Each tax is assigned to a tax category. Tax categories only affect the way the tax is printed on the customer receipt and have no bearing on the way taxes are reported in the back office.

Tax categories are used for reporting dual taxes on a customer check. For example, Canada has both a GST (goods and services tax), and a PST (provincial sales tax). Some enterprises in the U.S. also have dual taxes, e.g., an assessment tax and a state sales tax. Tax Categories break out dual taxes on the check by labeling category 1 taxes, such as GST or assessment tax, and category 2 (or greater), such as PST or state sales tax. The labels for tax categories are coded in the check printing format (CPF) file.

If it is not necessary to use dual taxes, assign all taxes to tax category 1. To set up dual taxes with labels other than GST and PST, contact Agilysys.

The tax category description prints on the receipt when using Terminal Option 303 - Print Tax Categories on Receipt. This applies only to tax categories with a nonzero tax amount.

The Tax Category ID and Name are unique at the enterprise level. The List Pane shows all tax category Names and IDs for the current enterprise. A tax category cannot be deleted if it is assigned to a tax.

Perform the following steps to configure Tax Category:

Navigate to POS Configuration ➜ Financials ➜ Tax Category.

Select Add.