Sometimes you need to take tax off all your sales. For example, you might not charge GST or any other tax.
If that's you, change your tax rate to 0%. When you need to charge tax again, you can change the rate back in a minute.
To change your tax rate
- Go to Admin and click the Lists tab.
- In the Select List drop-down, choose Tax Rates. You'll see your tax rates, for example GST.
- Click Edit at the far right of the tax row. A Tax Rate Details panel opens on the right.
- Change Tax Amount: (%) to 0.
- Click Save.
Any sale you process from now on will be tax free. To check, process a few new sales, then open the Sales Report in Reporting > Report List.
To see which tax rate each type of item uses
Click your profile icon at the bottom left of the main menu, then click Settings. Scroll to Location. There is a tax rate for Services, Products, Packages, Gift Vouchers and Membership.
To charge tax again
Follow the same steps, and replace the 0% with the tax rate you need.
Good to know: changing the rate doesn't add tax to sales you've already processed. You also can't update old sales in bulk.
If you need to fix an old sale by hand, see Editing, Deleting and Backdating a Transaction.
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