Tax Zones

 

Tax Zones are for use in states with "Destination based tax", which is when the customer is taxed by where they live, or where merchandise is delivered to instead of where the store is located.

In RTO Pro you can setup tax zones in Store Setup under the Sales Tax tab. You should have a Tax Zone for every area that you deliver to. Generally this is for each city and also a separate county zone for customers who are outside city limits.

Below is a screen shot of Setup Tax Zones form. The top line with the "*" to the left of it is where you enter new zones. Any of the zones already loaded can also be edited from this screen by clicking on the field you wish to edit and simply typing the changes and then pushing enter.

The City State and County rates must equal the total rate. The Other Taxable is to set whether other charges are taxable for this zone.

If you fill in the City, County and State amounts correctly the Sales Tax Report in RTO Pro will break down the amounts collected into amounts collected for each of these regions which will make it easier to fill out tax reports.

 

 

 

Below is a screen shot of the form you use to select a Tax Zone while loading a new transaction. It is the same as the form above except it is not in edit mode so you cannot make any changes to the zones or add new zones unless you push F5 to turn edit mode on.

You can sort by any field by clicking on the header for the field you wish to sort by. Clicking on the header again will switch the sort method from descending to ascending.

To select a zone simply highlight the zone and push enter or double click on it with your mouse.