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SALESTAX.CHG

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SALESTAX.CHG

 

Sales Tax Changes and Layaways & Repairs & Special Orders

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Change the Rate

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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.

 

Returns

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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

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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.

 

USE SAHEADER

SET FILTER TO PERIOD=0

REPL ALL TAX_RATE WITH Z_TAX_RATE, TR2 WITH Z_TAXRATE2, TR3 WITH Z_TAXRATE3

QUIT

 

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

sales afterward.