Taxes Maintenance

Taxes Maintenance allows you to setup and maintain the list of taxes collected through your GoPOS systems.

The maintenance screen is divided into the following three sections:

Maintenance Grid

The grid area displays the currently defined taxes. All fields are display-only and all modifications to a tax must be done by selecting the row and modifying the fields in the data entry section. Once the focus is within the grid area, you may use the arrow-up and arrow-down keys to navigate through each of the rows. All values for the selected item will be displayed dynamically in the data entry section.

Select All

Clicking on the upper left corner of the grid will select all taxes. To select multiple contiguous rows, select the first row then press down the SHIFT key on your keyboard and while the SHIFT key is pressed, select the last row in your range. To select multiple rows that are not contiguous, select the first row then press down the CTRL key on your keyboard and while the the CTRL key is pressed, select each subsequent rows that you want to include in the selection. Once you are done selecting all your rows, you can release the CTRL key. All data edits or option changes will be applied to all selected rows. Pressing on the Delete button while in multi-select mode will delete all selected taxes.

	Item Row Maintenance
	Right clicking on any of the row numbers will display a pop-up menu that will allow you Delete, Insert or Duplicate a row. Rows may also be deleted, inserted or duplicated by using the delete, insert or duplicate buttons in the buttons area.

	Column Sort
	Clicking on a column header will sort the rows either in ascending or descending order, A small arrow at the top of the column will point up for ascending or down for descending order.

Data Entry

The data entry area dynamically displays the currently selected tax.

	Tax Id
	Enter a unique integer value to identify the tax. Required field. Duplicates not allowed. When modifying Tax Ids, a warning message will be displayed indicating that any references to the tax will be lost when the changes are saved.

	Rate
	Enter the tax rate as a percentage.

	Rounding
	Select one of the supported rounding options:

To Even

Select this option if the tax should be rounded to the nearest even digit when the digit is 5. If the digit is less than 5, the number is rounded down. If the digit is greater than 5, the number is rounded up.

example: 1.24 => 1.2, 1.25 => 1.2, 1.26 => 1.3, 1.35 => 1.4

Round Up

Select this option if the tax should always be rounded up.

example: 1.24 => 1.3, 1.25 => 1.3, 1.26 => 1.3, 1.35 => 1.4

Truncate

Select this option if the last non-significant digit should be removed.

example: 1.24 => 1.2, 1.25 => 1.2, 1.26 => 1.2, 1.35 => 1.3

Away From Zero

Select this option if the tax should be rounded away from zero (rounded up for positive numbers) when the digit is 5. If the digit is less than 5, the number is rounded down. If the digit is greater than 5, the number is rounded up.

example: 1.24 => 1.2, 1.25 => 1.3, 1.26 => 1.3, 1.35 => 1.4

	Caption
	Enter the tax display name. Required field. Max 25 characters.

	Exempt
	Enter the exemption amount. Taxes will not be added to the transaction until this amount has been reached.

	Options
	Select one or more of the following options:

Add On Type of Tax

Select this option if the tax should be additive and the tax is added to the taxable amount. If disabled, the tax is assumed to be included in the price and the item price is reduced by the tax percentage to calculate the taxable amount.

Print Percentage

Select this option if the tax percentage should be printed on the receipt.

Print Taxable Amount

Select this option if the total taxable amount should be printed on the receipt.

Print Tax Amount

Select this option if the calculated tax amount should be printed on the receipt.

Print Zero Amounts

Select this option if zero tax amounts should be printed on the receipt.

Print Gross Amount

Select this option to print the total gross amount for this tax on the receipt.

	Print On
	All printers defined in the hardware maintenance screen will be displayed. Select one or more of the listed printers for the chosen tax. At least one printer must be chosen.

Print Font

Select one of the supported printer fonts.

Font A Standard

Font A Double Width

Font A Double Height

Font A Double Width and Double Height

Font B Standard

Font B Double Width

Font B Double Height

Font B Double Width and Double Height

Buttons

The buttons area consists of the following 5 buttons:

	Delete
	Click on this button to delete the currently selected row or rows. A warning message will be displayed indicating that any references to the deleted tax or taxes will be lost when the changes are saved.

	Insert
	Click on this button to insert a new row at the end of the list. All validation errors on the current row must be corrected before inserting a new row.

	Duplicate
	Click on this button to duplicate the currently selected row. All validation errors on the current row must be corrected before duplicating the row.

	Save
	Click on this button to save changes. All validation errors must be corrected before saving your changes. The button will not be enabled until a change has been made.

Click on this button to close the window. If any changes have been made you will be prompted to save the changes before closing the window.

	Yes Button
	Click on Yes to save changes and close the window. All validation errors must be corrected before saving your changes.

	No Button
	Click on No to discard all changes made and close the window.

	Cancel Button
	Click on Cancel to abort the close and return to the maintenance screen.

Import

One or more taxes exported from one program may be imported into the same or a different program. Each tax entry saved during the export will be inserted as a new tax into the current program.

Click on the Import button to open the "Open" file dialogue. Select the File you want to use to import data from, and click on the Open button to verify the file. If a valid OSI Taxes Export file (*.tax) has been selected, the system will attempt to import each tax entry included in the file. Click on the Cancel button to cancel the import and close the "Open" file dialogue.

Export

One or more tax entries from one program may be exported and then imported into the same or a different program.

Click on Select All or select the row or rows you wish to include in the export file. Click on the Export button to open the Save As dialogue window which will allow you to export the selected tax(es) to an OSI proprietary export file (TaxesExport.tax). The name of the export file will be defaulted based on the selection or selections made, but may be changed to a file name of your choice.

Type in the File Name and location where you want to save the export file and click on the Save button to perform the export or click on the Cancel button to cancel the export. A message will be displayed when completed indicating whether the export was successful or not.