Taxes | Windward Point of Sale Features

Taxes are charged automatically on the invoices based on several factors. This is a potentially complex area of the program as there are some many different rules in different areas. Some States and Provinces have only one tax that is a straight percentage. This makes it fairly simple, but even then there are exceptions to the rule such as customers being exempt from tax for some types of sales.

Generally speaking, the process works like this. The system looks at the customer record to see which tax zone they are in (for companies selling in more than one zone) The system then checks the inventory item to see if the item is exempt for each tax type. If it's not exempt, it then checks the customer record to see if it's exempt, for each tax type. If the item is not exempt in either record, then the tax is charged.

However, the user can override the taxes and exempt the invoice manually if required.