Jolibiz POS Documentation

Tax Settings

Table Of Contents

For a more detailed explanation and step-by-step guide, please refer to the information provided below. #

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Step 1: Enter the First Tax Name #

  1. Label: Tax 1 Name
    • Description: This field is for entering the name of the first tax applicable to your business.
    • Example: If your business operates in a region where GST (Goods and Services Tax) is applicableor VAT, you would enter “GST or VAT” in this field.
    • Action: Click on the text input field next to “Tax 1 Name:” and type “GST or VAT”.
    • Information Icon: If you need more information, hover over or click the information icon next to the label.

Step 2: Enter the First Tax Number #

  1. Label: Tax 1 No.
    • Description: This field is for entering the identification number or code associated with the first tax.
    • Example: If your GST number is “123456789”, you would enter this number in the field.
    • Action: Click on the text input field next to “Tax 1 No.:” and type “123456789”.
    • Information Icon: If you need more information, hover over or click the information icon next to the label.

Step 3: Enable Inline Tax for Purchase and Sell #

  1. Checkbox: Enable inline tax in purchase and sell
    • Description: Check this box if you want the system to calculate taxes inline for both purchases and sales.
    • Example: If you want your system to include GST calculations in all transactions, you should check this box.
    • Action: Click on the checkbox to enable this feature.

Step 4: Enter the Second Tax Name #

  1. Label: Tax 2 Name
    • Description: This field is for entering the name of the second tax, if applicable.
    • Example: If your business also needs to account for VAT (Value Added Tax), you would enter “VAT” in this field.
    • Action: Click on the text input field next to “Tax 2 Name:” and type “VAT”.
    • Information Icon: If you need more information, hover over or click the information icon next to the label.

Step 5: Enter the Second Tax Number #

  1. Label: Tax 2 No.
    • Description: This field is for entering the identification number or code associated with the second tax.
    • Example: If your VAT number is “987654321”, you would enter this number in the field.
    • Action: Click on the text input field next to “Tax 2 No.:” and type “987654321”.
    • Information Icon: If you need more information, hover over or click the information icon next to the label.

Final Step: Review and Save #

  1. Review: Double-check all the information you have entered to ensure it is correct.
  2. Save: Click the “Save” button (or equivalent) to save your tax information.
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Updated on July 8, 2024