Sales Tax Rate Change

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Instructions for Changing the Sales Tax Rate(s)

 

If your sales tax rate changes, first change it in Preferences from the VJS Maintenance Menu - Open General then Sales Tax on the left.

 

 

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Returns

 

 

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 choose Options (at the top) and then Sales Tax rate.

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* 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   itemized sales report where you select just that DEPT code.

 

 

Old Pending Layaways ..................--

 

 

Another aspect of changing sales tax is that pending, (non finalized) layaways, special-orders and repairs have already been stamped with the previous tax rate.

 

If you retrieve a pending sale with the old tax rate, you will see a warning ! in the subtotal

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and you can choose Options (at the top) and then Sales Tax rate.

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A new option allows you to easily update, in bulk, all any pending (non-finalized) layaways with the new tax rate.

 

From the Sales Tax page of Preferences, enter the new sales tax rate. This applies to new sales, not pre-existing sales.

 

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Then click on "Check for Outdated Rates" which will tell you if there are pending sales with the old rate.

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To update those pending sales with the new rate, choose "Update Them"

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