Tax

Tax rates apply to every sale. Rundoo sets a default rate for each Location, auto-resolved from the store's address, so the register knows what to charge, and lets you add custom rates for jobs, deliveries, or customers that fall outside the local rate. You can also make a single line item taxable or non-taxable right in the cart, with the line's Apply taxes checkbox, without changing the whole sale's rate.

In the Admin mode, open the Locations tab. Every tax setting in Rundoo lives on this one page: each location's default rate in the Locations section, an address-based prompt in Delivery tax settings, and everything else in Custom tax rates.

How tax works in Rundoo

Every sale picks up a tax rate from one of three places, in priority order:

• The location's default rate (whichever store the cashier is logged into). This is what applies to a walk-in sale with no extra context (the inline Menlo Park (9.375%) pill next to Sales tax in the cart shows which rate is in effect). In jurisdictions where multiple rates stack (Canadian provinces with federal + provincial sales tax, for example) a location can carry more than one default, and every applicable rate is added to the sale.

• A custom rate, picked on the sale. A cashier can change the rate for a specific sale (ship-to job, a tax-exempt customer, a delivery crossing into a different jurisdiction).

• Tax exempt, a special custom rate at 0.0% that zeroes out tax on the sale. Use this when a customer hands you a resale or exemption certificate.

The tax rate is picked at the sale level (the location default, or a custom rate chosen on the sale), but whether an individual line is taxed is something you can control. To drop tax on one line for a single transaction, click that line's price to open the Edit Price modal and uncheck Apply taxes (it's on by default). For a persistent, rule-based exemption tied to specific products and customers (contractors who pay tax on tools but not on consumed materials), see Single-use taxation on the Products page. See Make one line taxable or non-taxable below for the per-line checkbox.

Make one line taxable or non-taxable

You can override tax on a single line for one sale, without changing the sale's rate or the product's setup. In the cart, click that line's price (in the Price column) to open the Edit Price modal. Below the price fields is an Apply taxes checkbox, on by default. Uncheck it and that one line rings with no sales tax; leave it checked and the line is taxed at the sale's rate. Every other line on the sale is unaffected.

Per-location default tax rate

Each row in the Locations table shows a Tax Rate column (that's the default rate for sales rung up at that store).

You don't type this rate in. Rundoo auto-resolves it from the location's street address and pulls the correct rate for that ZIP and jurisdiction. Open a location (Admin > Locations > the store > General) and Sales tax shows as a read-only value, calculated from the address you saved. Where a jurisdiction stacks rates (Canadian provinces with federal plus provincial tax, say), every applicable rate shows in the column as a comma-separated list and each one lands on the sale.

So if a store's rate suddenly looks wrong (say it jumped from 6.25% to 8.25%), there's no rate field to edit back to the old number. Check the location's Address first: a wrong or auto-corrected address pulls a different jurisdiction's rate, and fixing the address resets the rate to match. If the address is right, the new rate is the actual rate your jurisdiction charges now, and it isn't something you type in on the location. When one specific sale needs a different rate (a delivery into another county, a tax-exempt customer), reach for a custom tax rate instead (below). Whatever rate a sale was rung at stays on that sale; the default changing never rewrites past sales.

Adding a custom tax rate

Custom tax rates are the pool of rates cashiers can pick from on a sale (delivery jurisdictions, special jobs, Tax exempt, anywhere the location's default doesn't apply).

Scroll to the Custom tax rates section and click Add custom tax rate in the top-right.

Field	What it does
Name	What the rate is called (shows up in the picker on a sale and on receipts). Use something recognizable (Florida, SAN FRANCISCO, SAN FRANCISCO, CA, Tax exempt) so the cashier knows when to reach for it.
Rate	The percentage. Enter the number. The % prefix is baked into the input (so 6.5 means 6.5%, not 0.065).

Click Save and the rate drops into the Custom tax rates table, ready to pick on any sale.

Editing or deleting a custom rate

Click any row in the Custom tax rates table to open it.

• Edit the Name or Rate and click Save. Updates apply to future sales only; historical sales keep the rate they were rung at.

• Delete (bottom-left, red text) removes the rate from the picker. Sales that used it in the past still show the old rate on their receipt. Delete just takes the rate off the menu for new sales.

Tax-exempt customers

For a customer who is always exempt, set it once on their record rather than per sale: open the customer's Settings tab, and in Fee and tax exemptions enter their resale/exemption certificate number (or just the word EXEMPT) in the Exempt: Sales tax number field. With any value in that field, every sale for the customer rings tax-free automatically, the cart shows Tax exempt (0.00%) and the cashier does nothing extra. Full detail: Tax-exempt customers.

For a one-off exempt sale (a customer who hands over a certificate at the register but isn't set up as exempt), Rundoo ships with a Tax exempt custom rate pre-filled at 0.0% that the cashier can pick on that single sale. You can also pin a customer to a specific custom rate with the Use custom tax rate toggle on their Settings tab, but that rate has to be created in Custom tax rates first, and for a plain 0% exemption the Exempt: Sales tax number field above is simpler.

Fixing tax on a completed sale

A completed sale's tax rate is read-only. The Sales tax line on a sold-sale detail page is a plain total, not an edit affordance, and the rate pill that lets a cashier change rates only appears in the in-flight cart. There's no "edit tax" or "tax adjustment" path on a completed transaction, and tax-only credits aren't a separate flow in Rundoo.

If tax was wrong on a sale that's already rung, the supported fix is to return the affected lines and re-ring at the right rate:

1. Open the sale (in the POS mode, the Customers left tab, the customer's Transactions top tab; click the sale ID).

2. Click Return in the action cluster, step the affected lines back to full quantity, and refund to the original tender. See Returns.

3. Ring a new sale for the same lines with the correct rate picked on the cart. Tax exempt If the customer hands over a resale/exemption certificate, or another Custom tax rate if the original sale carried the wrong jurisdiction.

How tax appears at POS

On the cart, tax shows up as a Sales tax line in the totals, with an inline pill naming the rate in effect (Menlo Park (9.375%)) directly underneath.

A couple things worth knowing about how this feels at the counter:

• The rate defaults from the location. A fresh cart picks up the default rate for whichever Location the cashier is logged into. The pill shows which rate is in effect.

• Tax recalculates live. Change a line price, add a discount, or change the rate mid-sale and the Sales tax amount updates immediately. The Sale total at the bottom always reflects current tax.

• Receipts show the rate and amount. The tender method and tax rate both print on the receipt. See Sales for the full checkout walkthrough.

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Recommended Rundocs

• Sales, the end-to-end sale flow, including where the Sales tax line and rate picker live.

• Locations (setting up a Location and its default tax rate).

• Customers, customer records, notes, and where to flag frequently tax-exempt accounts.