Tips and Tricks: Tax Free Sale Event Setup
For 2-way point-of-sales integration where Yellow
Dog controls and pushes item information, you can configure items to be tax
free for special tax free events.
- Create a $0 Tax Option in POS
- Please reach out your POS to learn how to add taxes to your point-of-sale if you need assistance.
- Allow sync to update.
- Your POS sync must run to pull in the new $0 tax rate before you can apply it in Yellow Dog.
- If you’re unsure of your sync frequency, please review our Help Site.
You’ll adjust taxes in the same place you normally configure them.
- For most users, this will be in Interfaces (either system wide or per level).
- For items sold via web stores, use the Web Properties tab.
Note: Admin permissions are required. If options are greyed out, please contact your on-site admin.
Interfaces Tax Settings
System Wide - Applied to All Items
If all items in your Yellow Dog Inventory should have a zero tax rate applied follow these steps:
- Navigate to System Setup \ Interfaces.
- Use the Stores dropdown to select the store.
- Use the tax dropdown to select the Tax Free option.
Once the sale has ended, ensure you update the tax setting back to normal configuration.
Figure 1. Displays steps for updating tax settings system wide.
*Depending on your point-of-sale, the dropdown option may be named differently than what is displayed in the screenshot. You tax free options may be name differently as well depending on what you named it during setup.
By Level - Applied to a set of Items
If a zero tax rate should be applied to a sub-set of items, follow these steps:
- Go to Common Setup \ Inventory Levels.
- Click to highlight the level then select Edit.
- Select the Interfaces tab.
- Use the Stores dropdown to select the store.
- Use the Tax dropdown to select the Tax Free option.
- Click Save and Close.
Once the sale has ended, ensure you update the tax setting back to normal configuration.
Figure 2. The Interfaces tab of the item editor where the tax option is located. Depending on your POS the tax dropdown description may vary from the image.
Web Items Tax Settings
For certain web cart integrations, you may need to control the Taxable setting through the Web Item Properties. Please review the specification for your Point-of-Sale on our Help Site to verify.
Web Items - Per Item
To control the Taxable setting per item, use the taxable checkbox located on the Web Properties tab of the Item Editor.
Once the sale has ended, ensure you update the tax setting back to normal configuration
Figure 3. The Web Properties tab of the Item Editor.
Web Items - Bulk Setting
To update the Taxable setting on web items in bulk:
- Go to Item Management \ Inventory Item.
- Use the View dropdown to select Web Items.
- Click and drag to highlight the items you wish to update.
You can also hold CTRL+A to highlight all items, or CTRL and click to highlight select items. - Right-click and select Set Web Items Properties > Taxable > No, Don’t Set as Taxable.
Once the sale has ended, ensure you update the tax setting back to normal configuration.
Figure 4. The right-click menu where tax setting can be applied on web items.
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