Creating & Editing Tax Rates

Process for Setting Up Tax Rates in the SoftPoint POS System

1. Access the Tax Rates Section:

   • Navigate to the SoftPoint dashboard, select Configuration, and click on Tax Rates.

2. Create a Tax Rate:

   • Click Create Tax Rate and input the required details, including:
     • Tax Name
     • Rate
     • Type (exclusive to SoftPoint)

3. View and Assign Tax Rates:

   • Newly created tax rates will appear in the system and can be assigned to menu items as needed.

4. Edit Tax Rates:

   • To modify a tax rate, use the Actions dropdown next to the tax rate and select Edit.
   • You can update details such as:
     • Tax Name
     • Rate
     • Status (active/inactive)
     • Set it as the default tax type

5. Set Default Tax Type:

   • Mark a tax rate as the default to have it automatically applied when creating categories or items.

6. Create Multiple Tax Rates:

   • Configure multiple tax rates as required (e.g., state tax, local tax, liquor tax, food tax) and apply them to relevant items.

7. Deactivate a Tax Rate:

   • If a tax rate is no longer in use, deactivate it to remove it from active selections.

8. Complete the Setup:

   • Once tax rates are configured, they will be automatically applied to items and reflected correctly in your menu.