Skip to main content

Getting your POS to work with USA Tax


ROBOTILL (the International Point of Sale System) by default will use VAT and display prices including tax as this is how most countries work. Some countries however (like the USA) have other requirements. In this article I will show how easy it is in ROBOTILL to change your tax set-up to work for a country like the USA.



Basically what we want to achieve is for our receipts (till slips) to look something like the image above.

  • Each item on the slip should display the amount excluding sales tax instead of the amount including sales tax (the default in ROBOTILL).
  • As each item does not show the amount with tax, we want to indicate which items will be taxed. In the sample above we added a 'F' for tax free and a 'T' for taxable after each item (the default print setup does not have this column).
  • We then also want to display the total without tax and then the total amount of tax (instead of giving a tax break down after the total including tax is displayed like the default in ROBOTILL).
To achieve this do the following:

In ROBOTILL Manager go to Setup > 'System Configuration' and select 'Sales Tax' under 'General Configuration'.


Select the option to print and display items excluding tax. Click on Manage Tax Items and add a tax item according to the tax requirements of your state or country. 
You can then also add a tax print character that can be printed next to each item on the till slip (example 'T' for taxable).

To change the receipt (till slip) go to Setup > 'Print Layout and Design' and select the form (till slip) you need to change.


Remove the default 'Items and prices' as well as the 'tax detail'. Use table items to display 'items and prices' so that you can add the additional 'Tax Character' to each item. 
You can also replace the 'tax detail' with 'Total Tax'.

Of course, the Americans want to be different with everything so you will also need to change the default metric system. This can easily be done in ROBOTILL Manager > Setup > System Configuration > Retail Specific > 'Measurement Units'.

For more information see:

The Free Edition of ROBOTILL can be downloaded from the ROBOTILL Website.



Comments

Popular posts from this blog

ROBOTILL Remote Support

ROBOTILL uses Chrome Remote Desktop for remote support. If you need ROBOTILL to connect to your computer for support, follow the instructions below.
Installing Chrome Remote Desktop Step 1: If you are not already using Google Chrome as your browser, download and install Google Chrome (you can keep on using your existing browser as well).

Step 2: If you don't already have a google account, create one ... it is free (for gmail, drive and more).

Step 3: Install the Google Chrome Remote Desktop add-on from the Google Store. On the install page, click on 'Add to Chrome'.

Starting a Remote Support Session Email ROBOTILL Support and ask for support. They will arrange a time with you when they will be able to connect to your computer. When they ask you to send you the Remote Desktop ID, follow the steps below.

Step 1: Run Chrome as Administrator Right click on the Chrome icon on your desktop.


Select 'Run as administrator'.

Step 2: Start the Remote Session Open Google Chrom…

Change VAT but keep original prices

In a previous article we explained how easy it is to do the VAT change from 14% to 15% in South Africa if you are using the ROBOTILL Point of Sale System. We have received a couple of requests from customers that want to change the VAT, but keep the original price including VAT the same. This article explains how to do this.

If you want to change your VAT from 14% to 15% but keep your Price Including Tax the same - with other words you want to decrease your base price so that customers pay the same price as before, then follow these steps:

Step 1: Change VAT from 14% to 15% - click here to see how Your prices will not be slightly higher. Your product prices did not change, but as your VAT increased with 1%, your prices including tax went up.

Step 2: Change your prices back From ROBOTILL Manager, go to 'Products and Stock' > 'Price Maintenance and Specials'.


Before you select any products, in the 'New Items Settings' section, enter -0.87 for the 'Increas…

POS Themes and Button Colours

In ROBOTILL version 7 you can now choose different colour (or color depending where you are from) themes for your point of sale modules. You can also customize these themes and select colours for product buttons and custom buttons for easier and quicker selection by cashiers and waiters.

For more information on how the colour themes and buttons work, see Themes and Button Colours in the online help.

What else is new in version 7?
The POS colours (that can now be selected) is used throughout the POS modules and not just in the main screens.Various screens have been improved for easier and quicker selection with more buttons per 'page'. The 'Product Category' screen that can be opened from a custom button in the 'More' screen has been improved. The slip history now displays payment types in the main screen to enable users to find the required slip more easily. The 'Tip' screen was improved and now allows the waiter to add the tip amount or the total amoun…