Add a tax in Roc Services

Use the Roc Services web portal to create a tax and apply the tax to a Quick Item, a catalog item, or all catalog items in a category.

To add a tax in Roc Services, complete the following steps:

1. Create a tax.
2. Apply a tax.

Step 1: Create a tax

1. Log in to https://services.rocpos.com/login.
2. From the navigation menu, select Settings, and then select Tax.
3. Select Edit.
4. For each tax that you want to create, complete the following steps:
   1. Select Add New.
   2. In the Tax Class Name field, enter the name of the tax.
   3. In the Tax Rate (%) field, enter a percentage value for the tax.
   4. To activate the tax, select the Status checkbox.
5. Select Save Changes.

Step 2: Apply a tax

After you create a tax, you can apply the tax in the following ways:

• Apply a tax to a Quick Item
• Apply a tax to a catalog item
• Apply a tax to all items in a category

Apply a tax to a Quick Item

1. From the navigation menu, select Virtual Terminal, and then select Catalog.
2. Select Quick Category.
3. Select .
4. Select Quick Item.
5. From the Tax dropdown menu, select the tax that you want to apply to the Quick Item.
6. Select Save.

Apply a tax to a catalog item

1. From the navigation menu, select Virtual Terminal, and then select Catalog.
2. Select the category that contains the catalog item.
3. Select .
4. Select the catalog item that you want to apply a tax to.
5. From the Tax dropdown menu, select the tax that you want to apply to the catalog item.
6. Select Save.

Apply a tax to all items in a category

1. From the navigation menu, select Virtual Terminal, and then select Catalog.
2. Select .
3. Select the category that contains the items you want to apply a tax to.
4. From the Tax dropdown menu, select the tax that you want to apply to all items in the category.
5. Select Save.

Video tutorial

Related articles

• Create a tax on the Self-Care Portal
• Apply a tax to a Virtual Terminal sale on the Self-Care Portal
• Edit a tax in Roc Services