How to change the default tax information on a Customer account
Note: Before you begin this procedure, the correct tax definitions must be set up; therefore, it is recommended to consult an accountant or tax attorney. When you change the default tax definition, it will be applied to the current transaction and subsequent transactions. In Paladin, on the top ribbon, open the Customers module. In the Customer […]
User’s Guide: Tax Holiday
A tax holiday is a time period during which some items are sold tax-free or partially tax-free. For example, during a tax holiday, customers may be able to purchase outdoor recreation items or school supplies and not pay sales tax. Or customers may be able to purchase some more expensive items, such as a $400 […]
Accounts receivable and sales tax reporting
Paladin Data Corp’s accounting calculations and reporting methods—including sales tax reporting—follow generally accepted accounting principles (GAAP) and are designed to reconcile all presented data. Understanding the timing of revenue recognition is key to understanding sales tax reporting in Paladin Point of Sale. Investopedia, a global corporate finance and accounting firm, provides the following summary of […]
Paladin sales tax calculations and itemized taxes on receipts
Paladin tax settings let you define multiple tax definitions (rates) within three tax categories. The categories are labeled State, County and City in Paladin, but you can use them for any tax type. You can apply up to three tax definitions (rates) per purchase, but no more than one from each tax category. Tip: If […]
How to generate the historical invoice item tax data for the Sales Tax Details Report
IMPORTANT: To follow this procedure, build 1216 or later must be installed. On the Maintain menu, select Data Viewer. In the Paladin POS Data Viewer window, click the Invoice Item Taxes tab. In the Generate Historical Invoice Item Taxes pane, select the From The To date will automatically appear as 31 days later. Click Generate Historical […]
How to assign an Avalara AvaTax™ tax code to an inventory item
Note: You can assign an Avalara AvaTax™ tax code to a department, and then use this procedure to override the department tax code for individual inventory items. To learn more, see How to assign an Avalara tax code to a department. Click the Inventory module. Search for the inventory item, and then display it. To search […]
How to validate a customer’s delivery address
Open Paladin Point of Sale. On the top ribbon, click the Customers module. Search for the customer account, and then display it. To search for any item, click Advanced Lookup or press F1. If the customer account has a Delivery Address, Avalara AvaTax™ will automatically verify the address, and may recommend an update. If an update is […]
How to assign an Avalara AvaTax™ tax code to a department
On the File menu, click Setup. Click the Dept tab. Select the department from the list. In Item Information pane, in the Tax Code box, enter the Avalara AvaTax™ tax code. To see a list of Avalara AvaTax™ tax codes, click http://taxcode.avatax.avalara.com. Click Save, and then click Close. Note: An inventory item can override its department’s […]
How to manually compare invoice tax information between Avalara AvaTax™ and Paladin Point of Sale
Important: These steps must be performed by Paladin Support and require an Avalara AvaTax™ account. To sign up for the Avalara AvaTax™ service, see How to get started with Avalara AvaTax™. This process will find the transaction tax and the tax location differences between Avalara AvaTax™ and Paladin Point of Sale. On the File menu, click […]
How to manually update Avalara AvaTax tax information
Important: These steps must be performed by Paladin Support, and require an Avalara AvaTax™ account. To sign up for the Avalara AvaTax service, see How to get started with Avalara AvaTax™. Paladin Point of Sale periodically saves offline Avalara AvaTax™ information, so a store can process transactions during an internet outage, but you can also manually […]
How to manually send offline transactions to Avalara AvaTax
Important: These steps must be performed by Paladin Support and require an Avalara AvaTax account. To sign up for the Avalara AvaTax service, see How to get started with Avalara AvaTax™. During an internet outage, Paladin Point of Sale will use saved offline Avalara AvaTax information to process transactions. When the store is back online, Paladin Point […]
How to manually update Avalara AvaTax™ address information
Important: These steps must be performed by Paladin Support and require an Avalara AvaTax™ account. To sign up for the Avalara AvaTax™ service, see How to get started with Avalara AvaTax™. Notes: Paladin Point of Sale periodically updates Avalara AvaTax with a current list of customer delivery addresses, but you can also manually perform these customer […]
How to get started with Avalara AvaTax™
Avalara AvaTax™ is a cloud-based solution that automates transaction tax calculations and the tax filing process. Avalara AvaTax™ computes real-time tax amounts using up-to-date tax rules from more than 12,000 United States taxing jurisdictions and from more than 200 countries. To learn more about Avalara AvaTax™, click here. In the Learn more about Avalara section, when […]
How to set up Avalara™ with Paladin Point of Sale
Important: These steps must be performed by Paladin Support, and require an Avalara AvaTax™ account. To sign up for the Avalara AvaTax™ service, see How to get started with Avalara AvaTax™. On the File menu, click Setup. Click the Taxes tab. In the Invoices pane, select the Use Avalara for Sales Tax Calculation checkbox. Enter […]
How to create a customer account
In Paladin, on the top ribbon, select the Customer module. On the bottom ribbon of the Customer tab, click F2 Add Customer. In the Add Customer window, fill out all fields with appropriate information. NOTE: If the Credit Limit is not established and left at 0, the account you are creating will NOT be able […]
