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). 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.

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.

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

Rundoo ships with a Tax exempt custom rate pre-filled at 0.0%. It's there so a cashier can flip a specific sale to no-tax when the customer hands over a resale or exemption certificate.

Rundoo doesn't have a "tax-exempt" flag on a customer record itself — exemption is applied per-sale by picking the Tax exempt rate. If a customer is consistently exempt, the cashier picks that rate each time after attaching the customer; keep a note on the Customer so the cashier remembers.

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.