coreSTORE - Getting Started: How to add CA Excise Tax to a specific category
Learn how to add California Excise Tax to a specific category in coreSTORE. This guide will walk you through the steps to ensure accurate tax application for categories such as handguns, pistols, ammunition, and more.
Click on Company
Click on Locations
Click on Edit
Click on Taxes & Fees
Click on Add Tax/Fee
Select Category such as Pistols, Handguns, Ammunition, Etc.
Check the box for Sub-Categories if there are any subcategories under the selected main category
Set the 11% Rate
Enter the Fee Name "EXCISE TAX"
Check the "Add as Fee" box
The Excise Tax Fee will be added on the sale screen as a line item
Taxes and Fee Options
NOTE: Click on Tags if there is a specific product tag set for the item. Use the Flat Fee for Rate option to apply a consistent charge.
If the Quantity Multiplier is unchecked, the system will apply the flat fee/rate regardless of quantity; if checked, the system will calculate the fee based on quantity.
The Add As Fee checkbox will include the fee as a line item; if unchecked, the fee will appear in the tax section as "Additional Tax."
The Once Per Order option, when checked, applies the fee only once per order; if unchecked, it applies multiple times.
Use the Delete option to remove the fee if it is no longer needed.
Click on Save
To Test it, Click on Sales
Click on New Sale
Ring up the items that is associated with the category you set
For further information please watch our Youtube Tutorial Video link below
https://www.youtube.com/watch?v=jIp6RY4F5c4
Click on Company
Click on Locations
Click on Edit
Click on Taxes & Fees
Click on Add Tax/Fee
Select Category such as Pistols, Handguns, Ammunition, Etc.
Check the box for Sub-Categories if there are any subcategories under the selected main category
Set the 11% Rate
Enter the Fee Name "EXCISE TAX"
Check the "Add as Fee" box
The Excise Tax Fee will be added on the sale screen as a line item
Taxes and Fee Options
NOTE: Click on Tags if there is a specific product tag set for the item. Use the Flat Fee for Rate option to apply a consistent charge.
If the Quantity Multiplier is unchecked, the system will apply the flat fee/rate regardless of quantity; if checked, the system will calculate the fee based on quantity.
The Add As Fee checkbox will include the fee as a line item; if unchecked, the fee will appear in the tax section as "Additional Tax."
The Once Per Order option, when checked, applies the fee only once per order; if unchecked, it applies multiple times.
Use the Delete option to remove the fee if it is no longer needed.
Click on Save
To Test it, Click on Sales
Click on New Sale
Ring up the items that is associated with the category you set
For further information please watch our Youtube Tutorial Video link below
https://www.youtube.com/watch?v=jIp6RY4F5c4
Updated on: 09/17/2024
Thank you!