Sales Tax Changes and Layaways & Repairs & Special Orders
Change the Rate
If your sales tax rate changes, first change it in "Store Information
Defaults" - usually it's on the third page of Defaults.
This will apply to all new sales from this point on.
If you accept returns at the old rate you'll have to manually change the
tax rate on those individual sales tickets. To do this, record the sale
and put the returned sku number on line 1 (with a minus-one quantity
as is normal for returns). Then on line 2, press Enter a few times until
you see the prompt "Enter More items, change the Tax % rate, Continue,"
where you should choose T for Tax Rate.
* Note 1. This changes the tax rate for the entire ticket so for an exchange
You must process the return item on one sales ticket at the old rate
and issue a credit slip or cash refund. Then process the new item on
another sales ticket at the regular new rate.
* Note 2. To help you identify such old-rate returns give the return a
special DEPT code (under the date and clerk) so you can run a 6,2,3
sales tax report for those items as a separate run.
Old Pending Layaways
If you have many outstanding layaways or repairs or special orders you may
need to change those too since they will be "stamped" with the sales tax
rate in effect when they were first typed in.
Here is a way to update all those outstanding sales in a single shot.
Choose File, Miscellaneous Options, Dot-Prompt and press <Enter>
At the blank screen type these lines and press <Enter> after each.
SET FILTER TO PERIOD=0
REPL ALL TAX_RATE WITH Z_TAX_RATE, TR2 WITH Z_TAXRATE2, TR3 WITH Z_TAXRATE3
Note the Underscores, not spaces or dashes in the middle of TAX_RATE and
Z_TAX_RATE and Z_TAXRATE2 and Z_TAXRATE3
Make sure you do this in the evening or the morning after you have a backup.
Type these instructions in very carefully and check some of the oustanding