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Steps for Removing or Adding Tax in the Register

1. In your transaction in the Register, find the Tax area in the gray box to the right and click the - button.
2. If you accidentally removed tax, the same button becomes a +, and you can click it to add the tax back again. If you don't see the proper tax, check your tax settings: Point of Sale Settings: Taxes.
3. If you remove tax from a transaction, be sure to click the Notes link above the line items and enter a note for the transaction about why the tax was removed, so your accountant can properly account for the missing tax.
4. Complete your transaction in the normal way.

 

Please Note: If you need to remove tax from a completed transaction, you will need to open the transaction from the End of Day report and click the Edit Transaction button.

 

If you need to add tax to a completed transaction, you will need to Void the original and run the transaction again using the steps above to make sure tax is properly added.