Taxes

The Taxes configuration page in OPSCOMfeature allows administrators to define and manage the tax percentages applied to payments made within the system. ThisIts featureprimary purpose is crucialto for ensuringensure accurate tax calculation during checkout, maintainingmaintain compliance with local tax regulations, and providingprovide transparency to users regarding applicable taxes. This article is intended for OPS-COM administrators responsible for financial configurations and system compliance.

Setup &and Configuration

YouThis feature is a core administrative tool used to establish the tax rates and rules applied to system transactions.

Admin Side: Administrators must bepossess athe Primary Admin role with the permission to Manage System Configuration topermission be ableenabled to edit system tax settings.

User Side: This feature is strictly a backend administrative configuration. End-users do not interact directly with tax configurations, but they will see the systemdefined settings. tax labels and calculated amounts displayed in their cart and on their receipts during the checkout process.

If you do not see the settings mentioned in this article, please contact support@ops-com.com to have them enabled for you.your environment. You will need,need into writing,provide the written permission of your Primary Admin.Admin to request this access change.

Using this Feature

TheAdministrators Taxescan pageuse allowsthe youfollowing instructions to navigate the management interface to configure multiple settings for each tax type, ensuring accurate calculation and display.

Accessing the Management Interface

1. 1. Hover over System Configuration, then Payments,Configuration and click Payments then Taxes.

Editing a Tax Type

When editing an existing tax type, administrators will interact with the following settingsfields areand available:actions to apply changes:

1. Locate the specific tax type you wish to modify on the configuration page.

2. Enable the Enable: Check this boxcheckbox to enablemake the tax type, making ittype active and appliedapply it to transactions.transactions, Uncheckor disable it to disabledeactivate it.the tax.

3. Percentage:

   Enter the numerical percentage of tax to be calculated into the Percentage field (e.g., enter 13 for 13%).

4. Enter the desired display name into the Tax Label & Translation: field. This fielddefines definesexactly how this tax will be displayed to users during the cart and checkout process (e.g., "HST," "Sales Tax," "VAT")or VAT). Multiple languages are supported for translationtranslation.

   to ensure clarity for diverse users.

5. Enable the checkboxes under the Apply to the following items: Checksection to define the specific system modules or item types to which you want this tax to be applied (e.g., Permits, Violations, Lockers, or Access Cards).

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Best Practices &and Considerations

• ComplianceEnsure regulatory compliance:: Ensure your tax configurations (percentages, labels, and applicability) are always compliant with current local, provincial/state, and national tax regulations.

• ClarityEstablish clarity for Usersusers:: Use clear and understandable Taxtax Labelslabels that resonate with your usersusers. (e.g.,Utilizing familiar terms like "HST" foror Canadian"State usersTax" where applicable).applicable prevents confusion during checkout and reduces support inquiries.

• ModuleManage Applicabilitymodule applicability carefully:: Carefully select the "checkboxes under the Apply to the following items"items checkboxessection to ensure taxes are only applied to the correct modulesmodules. andThis items, preventingprevents incorrect charges.charges from being applied to tax-exempt items or services.

• TestingConduct thorough testing:: After making any changes to tax settings, perform test transactions in a Preview SpaceSpace. to verifyVerifying that taxes are calculated and displayed correctly in the cart and on receipts.receipts before rolling changes out to production ensures a seamless user experience.

• CommunicationMaintain communication with Financefinance:: Coordinate closely with your organization's finance or accounting departmentdepartment. toEnsuring ensurethat OPSCOM'sthe OPS-COM tax configuration perfectly aligns with theiryour organization's internal financial reconciliation processes.processes is critical for accurate reporting.