Correct Configuration of Tax Settings

This tutorial is designed to help Uniwell Lynx user in correctly configuring their tax settings. We recommend that you seek advice regarding tax matters from your accountant.

Uniwell Lynx integrates with the tax settings within the Uniwell AX/HX POS series terminals. Users are able to configure their tax settings from within their Uniwell Lynx database and then synchronise the updated settings with their POS terminals. 

Setting Up and Editing Tax Codes

1. Go to the Setup menu and select Tax Codes
   
   
   
2. Use this screen to edit the tax rates by clicking on the Tax Code you wish to change and then clicking the Modify button
   
   
   
   
3. Click Ok to save the changes to the Tax Code
4. Once you have made the needed adjustments, perform a Send Program with ‘Tax’ enabled in the Program Selection box to transfer your revised settings to your POS terminals

Supplementary Notes:

• We suggest setting up one Tax Code as Tax Free (0%), which you can assign all non-taxable Items and Groups to, allowing for more comprehensive tax-related reporting.
• From the Tax Codes screen (Setup > Tax Codes) you can choose to select one Tax Code as the Default Setting. By ticking this checkbox for a particular Tax Code, all new Groups and Items created will be assigned to this Tax Code by default.
• The Add-On Tax checkboxes are used to indicate that the tax is added on when items are sold at the POS terminals rather than being included in the sell price as is typical for GST or VAT taxes.

Assigning Groups and Items

You will now need to assign all Groups and all Items to their correct Tax Code. (Note: You should not place both taxable and non-taxable Items in one Group, as this will interfere with the accuracy of sales reports.)

1. Go to the Data menu and select either Groups or Items
   
   
   
2. Click on the Group or Item you wish to edit and then click the Modify button
   
   
   
3. From this screen tick the box beside the correct Tax Code for this Group or Item
   
   
   
4. Click Ok to save your changes
5. Once you have adjusted all Groups and Items, perform a Send Program with Groups and PLUs enabled in the Program Selection box to synchronise your revised settings with your POS terminals.