Tax

Tax rates apply to every sale — Rundoo lets you set a default rate per Location so the register knows what to charge, and add custom rates for jobs, deliveries, or customers that fall outside the local 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).
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.

Rundoo doesn't have per-product tax categories. Tax is applied to the sale as a whole at the rate in effect, not line-by-line. If a line shouldn't be taxed, change the rate on the sale (or use a Tax exempt rate).

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.

To change a location's default rate, click the location's row to open its edit modal, update the Tax Rate field, and Save. The new rate takes effect on the next sale; historical sales keep the rate they were rung at.

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Delivery tax settings (between the Locations table and Custom tax rates) is a separate toggle: Enable prompt to use address tax rate during sale. When it's on, Rundoo prompts the cashier to apply a rate based on the ship-to address on sales that have one. Leave it off and the location's default rate always wins.

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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.