Update Sales Tax Rate

Sales tax changes are constant, so you need to know how to change state and local sales tax every time the taxes change.

Follow these directions to update the tax rate:
​

1. From the Bravo Dashboard, click System Configuration. The System Configuration screen appears.

​

1. On the left side of the screen, click the company name at the top of the store tree. The company tabs appear.
2. Click the Taxes tab. The taxes fields appear.
3. Click Edit. The fields become editable.

 

1. In the Tax Nexus column, click the appropriate location. (For example, SAN FRANCISCO, CA., US.) The Tax Authority Rule Effective Date field and the Tax Rules for Effective Date fields are populated.

​
 

1. Click Add Effective Date below the Tax Authority Rule Effective Date field. A new date field appears and the Effective Date defaults to the current date.  The Expiration Date of the prior one defaults to the prior date.

​

1. ​In the date field of the Effective Date column, do one of the following:
   1. Type a new effective date.​
   2. Click the down arrow to display a calendar and select a date.

Note: If you choose a future date, the current rate will continue until the new rate starts on that future date.
​

1. In the Tax Rules for Effective Date table in the Tax % column, update the appropriate percentages.

​

TIP: If you are not sure which items you need to update, click one of the other effective dates in the Tax Authority Rule Effective Date field to see which items have tax rates.

1. Click Save. The tax rates are saved.

​
NOTE: If you aren't sure the rates are correct, click Cancel and start again.

 

Click Here to learn how to set up an alternate tax table and apply it to exempt parties.