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How to register tax rates or fees

Customize Nex according to your local tax regulations or create and apply fees to individual orders or products during a transaction.

Important

  • Register a tax is available on all Nex plans. Learn more about our plans.
  • With this feature, you can create simple taxes to inform the collection rate wherever you live.

Shall we create a new tax together?

1. Click on the PRODUCTS menu located on the left-side of your Nex screen.

2. Click the green ADD BUTTON (+) to add a new product or double-click an inventoried product to edit it.

3. Click on the TAX tab.

4. Click the THREE DOTS icon (...) located next to the taxation field.

5. A new window will pop up. Click on NEW to set a new tax rate.

6. Enter a NAME and RATE. Then choose from one of two options: Include Sales Tax in Price or Add Sales Tax Separately.

7. Press SAVE - F2.

8. If you prefer, it is possible to set a default tax. It is necessary to choose one TAX , then select the option SET AS DEFAULT.

9. Press OK to complete the process.

When altering the default tax, all products that uses the default tax will be changed automatically to the new default tax.

10. Select the DEFAULT SALE TAX if you wish to use it as the standard tax rate for all products. Leave it unchecked to assign it only to this particular product.

11. Click on SAVE (F2) to finish.

Done! You created a new tax! You may use the same steps to create custom fees (i.e Delivery Fee or Tips). The tax will be shown in the sales tab when you select the product.

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