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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
Step 1 screenshot


Click on Locations
Step 2 screenshot


Click on Edit
Step 3 screenshot


Click on Taxes & Fees
Step 4 screenshot


Click on Add Tax/Fee
Step 5 screenshot


Select Category such as Pistols, Handguns, Ammunition, Etc.
Step 6 screenshot


Check the box for Sub-Categories if there are any subcategories under the selected main category
Step 7 screenshot


Set the 11% Rate
Step 8 screenshot


Enter the Fee Name "EXCISE TAX"
Step 9 screenshot


Check the "Add as Fee" box

The Excise Tax Fee will be added on the sale screen as a line item

Step 10 screenshot


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.

Step 11 screenshot


Click on Save
Step 12 screenshot


To Test it, Click on Sales
Step 13 screenshot


Click on New Sale
Step 14 screenshot


Ring up the items that is associated with the category you set
Step 15 screenshot


For further information please watch our Youtube Tutorial Video link below

https://www.youtube.com/watch?v=jIp6RY4F5c4

Updated on: 09/17/2024

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