Using the Include Tax Option in Pavilion
The Include Tax setting ensures the final sale price includes applicable tax. This option is available both on the Order (Job, Special Order, Layaway, or Sale) record page and in the POS.
Including Tax from the Order Record Page
Follow these instructions to manage the tax rate and include tax for orders from your Order record:
1. Log in to Pavilion and open the Order record page for the relevant order type (Job, Special Order, Layaway, Sale). Learn more about Order Types.
2. In the Financials section, click Settings to manage tax rates.
3. Locate the tax rate settings and make sure they are configured correctly for your business. Update the rates as needed based on regional or local tax regulations.
4. Verify that the tax rates match your business’s tax requirements.
5. After confirming the tax rates, you can proceed to include tax for orders:
Check the Include Tax box in settings. The tax amount will then be automatically applied to all order-related items and calculated based on your configured tax rates.
6. If you need to modify the tax rate for individual items within an order:
Click on the ‘Edit’ button on the related item to access the tax rate settings for that specific item.
Update the tax rate accordingly. The system will recalculate the tax amount for that specific item.
💡 Tax codes shown depend on your Pavilion configuration.
Including Tax from the POS
Follow these steps to include tax for orders directly from the POS interface:
1. Open the POS from the Utility Bar.
2. Click on the settings in the Grand Total section.
3. Locate the tax rate settings and make sure they are properly configured for your business. Update them as needed to comply with local or regional tax regulations.
4. After confirming the tax rates, you can proceed to include tax for orders:
As you mark the Include Tax checkbox, the tax amount will be automatically calculated based on the tax rate settings you configured.
5. Save the order after adjusting the tax rate.