Sales Tax Setup

Administrative ► Sales Tax ► Tax Definitions

Add any applicable sales tax(es).  When adding a tax, it will ask you to give it an ID (an internal Edge reference/field name) and description (how it will appear on receipts and reports). 

•      Enter your tax rate as a whole number (e.g., 6 and ½ percent as 6.5).  The Edge will convert it to a percentage automatically.

•      Set rounding to .005; this instructs The Edge when to round up when dealing with calculated cents.

•      Set Qualifying Customers to Shipping to (or walk into store located in), then enter your state code. This ensures that tax is NOT charged when shipping out of state.

•      Visit the Categories tab and check all taxable categories. (Check ALL.)

•      Visit the Stores tab and check Store (The Edge allows multiple tax rates for locations under different jurisdictions.)

•      Visit the MISC tab and apply a checkmark to taxable transactions types.

•      Visit the Other tab and check any taxable services.