How to change sales tax percentage

(Last updated on: September 29, 2015)

If your sales tax increase begins on a certain day, you will need to change the percentage amount in the payment type before making any sales on that date.

  • Go to File | Payment types | % per ticket or % per order
  • Before changing your tax % rate in your payment type, make sure the following is UNchecked: File | Initialization | Options 2 tab | Automatically update service charge when editing a sale.


  • If that box IS checked, each time you open an old sale record with the prior tax rate charged on it, it will change the service charge to the current tax rate and your older sales will be out of balance.
  • If the box is NOT checked, then all sales prior to the tax increase will retain the old tax rate amount and stay in balance.
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