To encourage customers to bring their own reusable bags, some cities, counties, and states are implementing a tax or fee on each paper bag and plastic bag that is requested at checkout.

Stores that are using Paladin must be set up to charge a fee for each bag and show the total amount of fees charged on the customer’s receipt.

This article provides instruction and information on the following:

Setting up the fee

  1. In Paladin, from the main menu, select File > Setup.
  2. Select the Dept tab.
  3. In the Departments pane, click New.
  4. In the Name box, enter: Bags
  5. In the Department label number box enter a number. Zero (0) will not be accepted.
  6. Check Dept non-taxable.
  7. Click Save, then click Close.
  8. On the top ribbon of Paladin, select the Inventory module.
  9. On the bottom ribbon of the module, click F2 Add Item.
  10. In the Part # box, enter: Bags
  11. In  the Description box, enter: Shopping bags
  12. In the Cost box, enter the tax that you must pay to the city, county, or state.
  13. In the Sell Price box, enter the fee that you charge the customer.
  14. In the SOH box, enter: 0
  15. In the Department list, select the Bags
  16. Click F12 Add.
  17. Click the Order Control tab.
  18. In the Stock Information pane, in the Max Qty box, enter: 0
  19. Press Enter.
  20. Click to lock the padlock icon next to the Max Qty box, then click Save.
  21. Click the Pricing tab.
  22. In the Item Cost pane, in the Avg box, verify the tax that you must pay to the city, county, or state.
  23. In the Pricing Levels pane, check Net.
  24. In the Sale Price column, on row 1, verify the fee that you charge the customer.
  25. Click the General tab, in the Item Information pane, check Non-inventory.
  26. Click F12 Save.

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How to enter the shopping bag fee at checkout

  1. In Paladin, on the top ribbon, select the Invoice/Quote module.
  2. In the Part Number box, enter Bags.
  3. Press Enter.
  4. In the Quantity box, enter the amount of bags sold to the customer, then press Enter.
  5. The Bags fee will appear on the invoice.

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How to calculate the total tax owed to the city, county, or state

  1. In Paladin, on the top ribbon, select the Reports module.
  2. In the Report Area pane, select Sales Analysis > Revenue.
  3. In the Report List pane, select a Comparative Revenue report (for example: Today’s Comparative Revenue).
  4. In the Choose Report pane, click F12 Next.
  5. In the Report Settings pane, set any variables required.
  6. In the Additional Settings pane, select Department from the Detail By list.
  7. In the Sorting Options pane, click F12 Run Report.
  8. A PDF file will open.  
  9. On the revenue report, under Dept ID, on the Dept Name Bags line item, use this key for the calculations:

    A = Tax that you pay to the city, county, or state
    B = Fee per bag that you charge the customer
    = Total fees collected for the bags

  10. Calculate the total bags sold = C ÷ B
    Example:  $21.00 ÷ .07 = 300
  11. Calculate the total tax that you owe = Total bags sold × A
    Example:  300 × .05 = $15.00

Revenue report
Figure 1: Revenue report

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If you have questions or suggestions about this information, contact support@paladinpos.com.

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 3/29/24