To implement VAT or tax code changes on your tills in EPOS Manager, you will need to follow a few steps based on your tax system setup.
Your tax configuration depends on whether you use the Simple Tax System or Tax Group Links, which is defined in Global Flags.
⚠️ Important: It’s important to ensure that the tax details between EPOS Manager and the tills are aligned.
Pull Global Flags back from the till
Click POS Control, then click POS Commands, then click New.
From the Job Type list, select Get PosLink Programs.
Select Global Flags.
Select the master terminal for each site.
If the till is red, it’s offline and you’ll need to select a different one.
Click Save.
Check the status of the command
Select POS Command Status.
This will show all POS Command jobs and the time left to complete.
Refresh this screen every few minutes until the job status is completed.
Verify your tax system
Click POS Control, then click Global Flags.
Select the location, then select Flags 1.
Type tax into the filter window.
If Use Simple Tax System is ticked, you’re using the Simple Tax System.
If unticked, you’re using Tax Groups.
Do not change this flag.
Create a new tax rate
Click POS Control, then select POS Control again.
Select Tax Rates.
Click New, and complete the setup:
Enter a description.
Set the rate.
Select a rounding method.
Add flags.
You can check these options in an existing tax rate.
Click Save.
Change the tax rate on PLUs
Click POS Control, then click PLU List, and select a location.
From the Major Group list, select Show Account/Stock Info, then click Next.
To change all PLUs:
Right-click Tax Code, then click Set all to a value.
Select the new tax code, then click Apply.
To change specific PLUs:
Click the tax rate and select the correct rate.
Click Save.
Repeat these steps for other major groups as needed.
🤓 Tip: When you're ready, you can send these changes to the till.
Set up Tax Group Links
⚠️ Important: Only follow this section if you're not using Simple Tax.
Click POS Control, then click POS Control again.
Click Tax Groups, and select a location.
Click New, create a new tax rate, then click Save.
Ensure the new rate is under Tax Order 1.
Click POS Control, then click Tax Group Links, and select a location.
Tax Group Links display from top to bottom.
Check that all tax rules are in place.
To add a new rule:
Highlight the Food Major Group and click Add.
Select the seating area and the new tax code.
If a rule already exists, modify it to the new code.
Click Save.
🤓 Tip: When you're ready, you can send these changes to the till.
Review your business sheets and stock results
Ensure your business sheets are correctly set up and reflect the tax code changes you’ve made.