Taxes

The Taxes menu is used to set up the taxation rules that your business follows.

Inside USA and Canada

If you have NOT checked the box Outside USA and Canada on the Website and Contact Information screen, when you select the Taxes menu, the you will be presented with the following screen, which contains four (4) options:

• Never Add Tax - Select Never Add Tax if you do not charge taxes on any of your sales.

• Apply a Fixed Percentage Tax - If every sale (both Point of Sale and Internet)  is taxed exactly the same percentage, select Apply a Fixed Percentage Tax. When you do, the screen will change to show the following:  In the box labeled "Enter a tax percent", enter the fixed percentage tax rate.  If shipping will always be taxed, click on the "Shipping is taxable" check box.

• Use State by State Tax Chart - This option will determine the Internet Sales Taxes based on the table that appears on the right-hand side of the screen, as shown below. The table lists the current sales taxes at the time the program was published. This table can be edited or updated by simply typing the new information into the table. Sales to customers who are residents of states with a check in the Taxable column will be charged the percentage in the Tax Percent column automatically. If a check is placed in the Tax Shipping column, the tax is applied after shipping charges are calculated and are added to the total.  

• NOTE 1:  By default, the State by State Tax Chart will calculate all taxes for each state utilizing the ROUND UP method.  If your business requires multiple rounding methods, or chooses not to use the default rounding method, you must use Tax Rules instead of the State by State Tax Chart.

• NOTE 2: If you are using Plug'n Pay© for your Internet Sales, the "Tax Shipping" settings here will not be used.  Instead, set tax shipping on the "Secure Site Settings" screen (Use the "Tax PNP Shipping Cost on Internet Orders" checkbox).

Clicking on the "Point of Sale" button which will appear when the "Use State by State Tax Chart" option is selected will open the screen shown below.  Enter the tax rate that you want to use for your Point of Sale.  Check "Tax Shipping" if shipping is taxable in your state.

• Use YukonSoft™ Tax Rules.  Selecting this option initially presents this screen..

Within the Use YukonSoft™ Tax Rules function are two (2) further options used to customize how you apply taxes:

• Internet Sales - Customize how you will charge taxes to your internet sales.

• Point of Sale - Customize how you will charge taxes to your in-store sales.   

Outside USA and Canada

If you HAVE checked Outside USA and Canada on the Website and Contact Information screen, when you select the Taxes menu, the you will be presented with the following screen:

This screen contains two sections:

Point of Sale Tax Rate - If your physical store is located outside of the USA and Canada, a single tax rate will be applied to all sales made from Y.E.S.! Point of Sale™.  Enter your Sales Tax Rate in the box labeled "Point of Sales Tax Rate".

Internet Sales Tax Rate - Internet sales tax may be collected from Customers in more than one country.  Click on the "Country to Country Taxes" button and complete the country chart.  Sales tax on internet sales will be collected if the Customer's shipping address is a country for which you have configured tax collection on the "Country to Country Taxes" screen.

Make all new Items Taxable - Check this box to change the tax default to Taxable or Non-Taxable for all new items.  Checking this box will not affect current inventory tax settings.