Jolibiz POS Documentation

Mike, who runs a retail business named “Retail Haven,” wants to create and manage tax rates for his products and services.

Step 1: Access the Tax Rates Section #

1. Navigate to Tax Rates:
   • Description: Go to the section in JoliBiz where you can add and manage tax rates.
   • Location: This can usually be found under the “Settings” menu in JoliBiz. Look for “Tax Rates” or a similar option.
   • Example: Mike logs into his JoliBiz account, navigates to the “Settings” menu, and selects “Tax Rates.”

Step 2: Add a New Tax Rate #

2. Adding a New Tax Rate:
   • Description: Click the “Add” button to create a new tax rate.
   • Example: Mike wants to add a standard sales tax rate of 10%.
   • Action: Mike clicks the “Add” button in the “All your tax rates” section.
3. Enter Tax Rate Details:
   • Description: Fill in the details for the new tax rate.
   • Example: Mike provides the following details for the new tax rate:
     • Name: Standard Sales Tax
     • Tax Rate %: 10
   • Action: Mike types “Standard Sales Tax” in the Name field and “10” in the Tax Rate % field, then clicks “Save.”

Step 3: Add a New Tax Group #

4. Adding a New Tax Group:
   • Description: Click the “Add” button to create a new tax group, which is a combination of multiple taxes.
   • Example: Mike wants to create a tax group that includes both state and local taxes.
   • Action: Mike clicks the “Add” button in the “Tax groups” section.
5. Enter Tax Group Details:
   • Description: Fill in the details for the new tax group.
   • Example: Mike provides the following details for the new tax group:
     • Name: State and Local Taxes
     • Tax Rate %: 15 (this can be a combined rate or left blank if detailed subtax rates are provided)
     • Sub taxes: Add existing taxes like State Tax (10%) and Local Tax (5%)
   • Action: Mike types “State and Local Taxes” in the Name field, “15” in the Tax Rate % field, selects the appropriate sub taxes, then clicks “Save.”

Step 4: Export and Print Tax Rates #

6. Exporting Tax Rates:
   • Description: Export the list of tax rates for reporting or backup purposes.
   • Example: Mike wants to export the tax rates to an Excel file for his accountant.
   • Action: Mike clicks the “Export Excel” button in the “All your tax rates” section.
7. Printing Tax Rates:
   • Description: Print the list of tax rates for reference.
   • Example: Mike wants to print the tax rates for his records.
   • Action: Mike clicks the “Print” button in the “All your tax rates” section.

Step 5: Edit or Delete Tax Rates #

8. Editing a Tax Rate:
   • Description: Edit the details of an existing tax rate.
   • Example: Mike wants to update the tax rate for “Standard Sales Tax” from 10% to 12%.
   • Action: Mike clicks the “Edit” button next to “Standard Sales Tax,” changes the rate to 12%, and clicks “Save.”
9. Deleting a Tax Rate:
   • Description: Delete an existing tax rate.
   • Example: Mike wants to delete a tax rate that is no longer applicable.
   • Action: Mike clicks the “Delete” button next to the tax rate and confirms the deletion.

Final Step: Review and Save #

10. Review: Double-check all the information entered to ensure it is correct.
11. Save: Make sure to save any changes made during the process.