coreSTORE - Getting Started: Establishing Location Specific Taxes and Fees

In this guide, we’ll cover the process of establishing location-specific taxes or fees. This is crucial if you have multiple locations with varying tax rates or fees due to different regional regulations.

1. Click on Locations

Navigate to company > locations

2. Click on Edit

Find the location you wish to modify and click on the edit button.

3. Click on Taxes & Fees

Locate the taxes and fees in the top right corner of your selected location.

4. Click on Add Tax/Fee

Click on Add Tax / Fee to create a new record for this location.

5. Taxes and Fees

In the Taxes and Fees section, you can set up fees based on categories, sub-categories, or inventory tags. A common use case is applying a background check fee to firearm categories. You can configure this as either a flat fee or a rate, with options to exclude tax-exempt customers and decide whether the fee should be charged multiple times per invoice.

6. Credit Card Fee

In the Credit Card Fee section, you can assign credit or debit card fees in case your rates vary by location. These fees will appear at the bottom of the customer invoice.

7. Click on Save
   

Updated on: 09/17/2024