Example #1: Simple item

This article explains how to create a simple soda item, which is taxable by the British Columbia Provincial Sales Tax (PST). This configuration applies to all items qualifying as "Sodas", but also to any other item and miscellaneous goods taxable by the PST, such as clothing, bottle openers and souvenirs (e.g. souvenir glasses or pens with your company name on them), etc.

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Prerequisites:

• Configure the British Columbia Provincial Sales Tax (PST) as detailed here.

• Configure the federal Goods and Services Tax (GST) as detailed here.

• Create an appropriate item screen as explained here.

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Configuration

1. Create Regular sales items for each soda type you sell, like Coke, Pepsi, Sprite, 7-up, Iced tea, Red Bull, Monster, etc. Follow the instructions and information provided in the Create Sales Items article.

2. For each taxable item, configure the tax as follows:

Regular soda taxable item - Tax configuration

Tax selection

Enable the PST (Provincial sales tax at 7%) and GST (federal Goods and Services Tax at 5%) for all soda items.

Exception (Combo)

Disable this option on all regular items that are not combos. This checkbox only becomes available when the Exception option is enabled in the tax configuration (POS Control > Invoice > Taxes... > [select a tax] > Rate tab > Exception). The text which appears here (Combo in the screenshot) is determined by the text field in the exception configuration.

Taxable amount item

Leave this drop-down list to None for all taxes.

Regular price

This checkbox is grayed-out. Leave it disabled for all taxes.

No tax qty

Leave this option disabled for all taxes.

1. Save this configuration and repeat for all PST-taxable goods.

Result on the invoice

In this scenario, the 7% PST will be calculated on the price of the item, just like any other tax:

Regular soda taxable item - Printed Invoice

SUB-TOTAL: $2.00

PST: $0.14 ($2.00 * 0.07 = $0.14)

GST: $0.10 ($2.00 * 0.05 = $0.10)

TOTAL: $2.24