How to create a tax or fee template

Create reusable tax templates for percentage-based taxes or fixed charges that can be applied to eligible sales and items.

Create the template

1. Open Settings > Tax.
2. Select Create New Tax Template.
3. Enter a clear template name.
4. Enter a short receipt symbol of up to five characters.
5. Choose Percentage or Fixed amount.
6. Enter the rate or amount.
7. Review the example calculation.
8. Choose whether the template should apply automatically where assigned.
9. Save the template.

A percentage changes with the taxable amount. A fixed template adds the same amount each time it is applied.