RE:Sales Tax Update
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.
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.
Save the attached file U_STAX.FXP into the \COMPLINK.JS\PRO folder
on the drive where Shopkeeper is installed, then start Shopkeeper
and choose File, Miscellaneous Options, Utility Programs, then find
the one called STAX and run that.
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.