Quick Start - Tax Settings
The Key Steps
- Click on the Money icon
- Click on Tax Rates under the Offers section
- Add your Tax Rate Name and Rate
- Click on the Save button
👇 For more detailed steps refer to the article below.
Setting Up Your Tax Rate
In order to charge taxes on purchases made through Pulse, you will need to add a specific tax rate in the system.
To change your tax rate, you will click on the money icon (the wallet) in the left hand panel and then select Tax Rates underneath the Offers section.
On this page you will add the name and percentage for the tax you want to store in the system.
In the Tax rate name field you will put the name of the tax you are using, which is typically the name of the city or state you are located in.
In the Tax Rate field you will enter the tax percentage as a whole number.
Make sure to click on the "Save" button once you've updated your Tax Rate.
When completing any transactions in Pulse, you will have the option of whether or not you want to charge the tax rate you have set up on this page.