Assign tax categories to products

Not every product should be taxed the same way. Each product can be assigned a tax category:

• Standard — taxed at your standard rate (the default).
• Reduced — taxed at your reduced rate (e.g. food, books — set the reduced rate first in Set up sales tax / VAT).
• Exempt — never taxed, regardless of your tenant tax settings.

1. Open Products, edit (or create) a product.
2. In the Tax category field, choose Standard, Reduced or Exempt.
3. Save.

From then on, every sale of that product uses the correct rate automatically — in the POS live total and on the final receipt/invoice, line by line.

Good to know

• If tax is disabled tenant-wide, product tax categories have no effect.
• Changing a product's category only affects future sales; past invoices keep the rate that applied at the time.