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.

1. Click on Company
   

2. Click on Locations
   

3. Click on Edit
   

4. Click on Taxes & Fees
   

5. Click on Add Tax/Fee
   

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

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

8. Set the 11% Rate
   

9. Enter the Fee Name "EXCISE TAX"
   

10. Check the "Add as Fee" box

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

11. 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.

12. Click on Save
    

13. To Test it, Click on Sales
    

14. Click on New Sale
    

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

16. For further information please watch our Youtube Tutorial Video link below

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

Updated on: 09/17/2024