Wix POS Register: Managing Tax Collection
In this article
- Setting up tax rates
- Enabling or disabling tax for POS sales
- Offering tax exemptions
- Changing tax settings for a particular sale
- Selling items taxed at different tax rates
Important:
- This article is about the Wix POS Register for brick & mortar businesses.
- For info on using POS on a mobile device, click here.
Merchants are generally required to collect tax for their sales. Make sure you follow your local tax laws by setting up the appropriate tax rules for your business. After the rules are set up, you can decide how to apply them to specific POS sales.
Setting up tax rates
To collect tax with the Wix POS Register solution, you need to first set up tax rules in your Wix computer dashboard. You have two options:
- Manual: You select where you need to collect tax and what the tax rate is. Learn how to set up manual tax calculation
- Automatic: You collect tax through Avalara, a third-party app. If the tax rate changes, your tax collection rate updates automatically. Learn how to set up automatic tax calculation
Important:
- Enter your zip code or postal code in your site's Business Info before you start setting up tax rates. Learn more about adding your business info.
- Different tax rules apply in different regions. Consult with an accountant or with your local tax authority for specific information relevant for your store.
Enabling or disabling tax for POS sales
In the POS tablet, you can turn tax collection on or off. This can come in handy if you are using your tablet in another location where you're not required to collect tax.
When enabled, the tax is added and you can see the rate in the cart.
To enable tax collection:
- Open the POS tablet.
- Tap the Menu icon
at the bottom left. - Tap the Settings tab.
- Tap the Tax tab.
- Tap the Collect Tax toggle to enable it.
- If you have more than one tax rule set up, select the rate you want to apply in the POS solution:
- Tap Manage next to Active Tax Rate.
- Tap to select the rate.
- Tap Save.
Offering tax exemptions
If you give a customer tax-exempt status, the exemption is automatically applied when they purchase items. Learn how to
provide a customer with tax-exempt status.
Note:
The customer's name must be added to the sale for the exemption to apply.
To view a customer's tax exemption status:
- Open the POS tablet.
- Tap Customers from the bottom bar.
- Select the relevant customer.
- Tap the Tax Exemption tab.
Changing tax settings for a particular sale
If you need to make an exception to the regular way you collect tax, you can enable or disable tax collection during checkout. In addition, if you set up tax in the Wix dashboard for more than one location, you can select a different location for a particular sale.
- Open the POS tablet.
- Tap Checkout on the bottom bar.
- Add the relevant products to cart.
- Tap Tax.
- Tap the toggles to enable or disable the tax rule for this sale.
- Tap Go to Tax Settings to select a different tax rate if you have created more than one rate.
- Tap Apply.
Note:
It's not possible to add tax after you've completed POS transaction.
Selling items taxed at different tax rates
Note:
Tax groups are currently available only for store products. You cannot create a tax groups for Wix Bookings services.
Some countries tax certain products at different rates. For example, there might be a lower tax rate for basic food products or a higher tax rate for alcohol.
To collect the correct tax when selling products taxed at different rates, you can set up tax groups in your Wix dashboard.
After you create tax groups and assign all your products to the correct one, tax is automatically calculated correctly during checkout.
Learn how to set up tax groups using
manual tax calculation or
automatic tax calculation.
Important:
When adding new products to your store which are taxed at a special rate, make sure to assign them to the correct tax group. If not assigned, new products receive the General Tax Group.
