How to review automatic tax application and calculations

Review a tax template before using it so employees and customers see the expected charge.

Check the calculation

1. Open the tax template.
2. Confirm whether it uses a percentage or fixed amount.
3. Review the rate, amount, name, and receipt symbol.
4. Use the displayed example to check the expected charge.
5. Confirm which products or transaction workflows use the template.

Automatic application

When Apply automatically is enabled, the template starts selected wherever it has been assigned. When disabled, it remains available but an employee must select it when appropriate.

Tax rules vary by jurisdiction and product type. RepairNest POS provides configuration tools, but the business is responsible for choosing and applying legally correct rates and fees.