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How to set up taxes when using the WooCommerce integration

When setting up the WooCommerce integration it is important to set up your taxes so that they match across Retail POS and WooCommerce to ensure your prices sync correctly and you are collecting the correct tax on both Retail POS and WooCommerce. If you are unsure what the taxes are that you should be charging, please reach out to your accountant to make sure you are charging the correct taxes for the country that you are operating in.

Important

  • Once your Retail POS and WooCommerce accounts are connected, Retail POS becomes the system of record.
  • You should manage your product catalogue, pricing and inventory information in Retail POS to ensure everything stays accurate and up-to-date.
  • WooCommerce feeds important information back to Retail POS such as online sales, new customer or existing customer information associated with a sale, and inventory from a sale to keep stock levels in sync.
  • Please click the following link for more on how to use the WooCommerce integration!

It is important to note that when a WooCommerce order comes through to Retail POS, the Retail POS product tax name (not the outlet default) is recorded on the sale. This is the tax set when your store was originally set up.

The sale will be recorded under the product tax name regardless of the actual tax charged on WooCommerce.

Tax Inclusive

If your Retail POS account is set up as a tax-inclusive store in Retail POS, you need to make sure your WooCommerce account is set up as tax inclusive as well. You will need to select “Yes, I will enter prices inclusive of tax”. For further instructions on how to set up your taxes on WooCommerce have a look here: Setting up Taxes in WooCommerce

Tax Exclusive

If your Retail POS account is set up as a tax-exclusive store in Retail POS, you need to make sure your WooCommerce account is set up as tax exclusive as well. You will need to select “No, I will enter prices exclusive of tax”. For further instructions on how to set up your taxes on WooCommerce have a look here: Setting up Taxes in WooCommerce

For more questions about the way your taxes need to be set up on WooCommerce please reach out to WooCommerce Support. 

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