FEATURE FAQS

How can taxes be applied to individual line items instead of the entire transaction/how can per-line item taxes be activated?

Taxes can be applied to each individual line item instead of the entire transaction. To enable this option:

  1. Click on the dropdown menu at the top right of the screen and select “Manage Branch”
  2. Select “Branch Profile” from the panel on the left
  3. Set the “Tax option on transactions” dropdown selection to “Taxes are applied per-item”
  4. Click the “Save Branch” button to confirm and save the branch settings

When this option is enabled, a new tab titled “Tax Codes” will appear as an option in the left panel of the “Manage Branch” page. A new column heading will also appear during transaction creation named “Tax”, which will allow each line item to be assigned with a unique tax code.

FEATURE FAQS

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