Summary

You can schedule your sales tax rate to change on a set date. This helps you stay in line with local sales tax amounts and laws. In Gingr, one tax rate can apply to anything you sell. You control the rate and which items are taxed at many levels.

Before You Begin

Important: Set up and test new sales tax rates outside business hours. Changes happen in real time and affect checkouts in progress. Give yourself enough time to set up and test them BEFORE live transactions. A new rate starts right away on the date you set. Make a test reservation or transaction first thing that day to check that everything looks right.

• Only users in the Admin User Group can update sales tax rates and schedule changes.
• If you have several locations, update the rates for each location on its own.
• Gingr is not liable for lost revenue or wrong charges caused by mistakes in your setup. Gingr will not fix transactions charged wrongly because of incorrect setup. You must test your sales tax rates before you use them with real customers.
• If you are unsure of your local sales tax amounts or laws, contact your local government resources or a financial advisor.

Steps

1. Go to Left-hand Navigation: Admin » Tax Settings.
2. Choose the location to change. The page shows the location you are logged in to by default.

   

3. Go to the Sales Tax Rate section under the location. The rate set before this release now shows for sales starting on and after 01/01/1900.

   

4. Select + Add Tax Rate. Enter the new tax rate and the date it starts. Enter your total sales tax rate as a decimal. For example, enter 2.8% as .028.

   

   Important: You do not need to delete the old tax rate. Gingr uses the latest date to figure the tax for an item. To charge tax, you must always have a tax rate record in the app. Do not delete the last record in this section.

5. Select Save.

Related Articles

• Tax Settings Topic Outline
• Sales Tax Report Reference
• Increase Rates How-To