In some states, it is necessary to setup and charge customers a sales tax. X Dispatch has built in functionality to accomplish just that.
Step-by-step guide
Enable the global option to charge sales tax
- Setup the sales tax rate. Go to Maintenance > Sales Tax
Setup the following options:
- State: State in which tax should apply. If both addresses on order are in a taxable state, sales tax is automatically added.
- Desciption: Detailed description of tax. This description is automatically inserted as item's comment on order.
- Sales Tax Item: This is the item automatically added to order when sales tax is applicable. It functions similarly as a standard surcharge.
- Tax Rate %: Percentage of tax rate.
- Choose which items to consider taxable. Go to Mainteance > Items and check the Taxable checkbox for all items to be included in the tax calculation