S2k has created a way to show taxes based on sales vs actual sales tax collected.
To setup one or multiple tax rates, the department host codes need to be tied to the department name for the sales tax. To find your POS dept code list… Click on Inventory, Maintenance Tools and POS Department Codes.
When 2 different tax rates apply, the Taxable 1 or Taxable 2 for the dept has been setup by the S2k tech that applies to the department. (For Passport the HOST CODE will help you identify which tax is assigned to each dpt)
To setup the sales tax rates for this report….Click on System> Select the dropdown under Switchboard and go to Sales Tax Map.
For the “Department”, select the DEPARTMENT that corresponds to the tax from the dropdown. For the Tax #, select Taxable 1 or Taxable 2 from the dropdown. Enter the tax rate (i.e., 7.225% = 0.07225). The start date should be the effective date of the tax rate. Basically one is your high tax and one is your low tax, you must tie them to your rate and dept so the report is accurate.
The Sales Tax Comparison report now shows sales tax based on sales and compares to your tax collected and gives you the difference.
You can now analyze and see if you need to correct things at the POS. Common reasons for differences include:
1- POS rate is wrong, check POS and update as needed (remember S2k NEVER sets the tax RATE at the POS, that has to be done directly)
2- Items are scanning in different depts at the POS compared to S2k. Check the tax 1 or tax 2 setting in the POS DEPT CODES section and resend the dpt to the register
3- Settings are wrong for the report, recheck the POS DEPT CODES to make sure the right dpts are tagged as Tax 1 or 2 or none. Check that the rates are setup correctly in the Sales Tax Map page.
