The visitor
A customer from overseas buys a watch. The tax-free receipt prints with the sale and the passport details are noted; the order in Magento carries the same tax breakdown.
Tax & reporting
Tax the way Magento says, reports the way finance wants.
A watch boutique sells to visitors from abroad. The till applies the store's Magento tax rules line by line, prints a tax-free receipt for the customer with the passport, and at the end of the day the sales report is split by user, tender and product, with tax in or out, ready for the accountant.
- Bought a watch as a visitorChronograph ×1 · 3,900.00 GBP
- Tax-free receipt printed
- Day closed by tender and associate
Why it matters
What changes for the business.
One set of tax rules
The till uses Magento's tax rules, including row-based tax and tax after discount, so the store and the website never disagree with each other or with the accountant.
Online tax where you need it
Avalara-style online tax totals, TaxJar and eTax for jurisdictions where the rate depends on more than a table.
Exemptions and tax-free shopping
Tax exemption at the cart with PIN protection, and GB Tax Free receipts for eligible visitors, from the same till.
Reports in the app and in Magento
Sales by date, user, payment type and product on the device, a POS reports module in the Magento admin, and accounting sync to Sage.
How it works
Step by step, from the first switch-on.
- 1
Rules come from Magento
Tax rules, rates and classes sync to the device, with per-line rounding and apply-tax-after-discount honoured, and large rate tables filtered to what the store needs.
- 2
Online tax when configured
Where an online tax service is set up, the till fetches totals live at checkout, and falls back sensibly when offline.
- 3
Exempt or tax-free when allowed
A cashier with permission removes tax at checkout, or prints a GB Tax Free receipt for a visitor; sensitive actions can require a manager's PIN.
- 4
Report and reconcile
In-app reports filter by store, currency, user, tender, date and type, including or excluding tax. The Magento reports module and Sage accounting sync take it from there.
Ways merchants use it
One boutique, one visitor, one month-end.
Retailers with several tax jurisdictions, tax-free shopping for visitors, or an accountant who wants the till and the website to agree.
The exemption
A trade buyer with an exemption certificate. The manager approves the tax removal with a PIN and the reason is recorded on the order.
Month-end
Sales by tender and by associate, tax in and tax out, printed from the till and posted to Sage. The accountant has nothing to ask for.
What you need
Before you switch it on.
- Tax rules, rates and classes configured in Magento; online tax service credentials if you use one
- Tax exemption and remove-tax permissions on the right Magento admin roles, with PIN protection if wanted
- GB Tax Free receipts enabled for stores that offer tax-free shopping
- The POS reports module in Magento and, optionally, the Sage accounting integration
Also in Point of Sale
Customer records and historyCreate and find customers, custom attributes, order history, wishlists, address verification and emailed receipts.Phone orders and MOTOTake orders over the phone from the live catalogue, with the card taken by secure prompt or pay-by-link.Field salesReps sell from the full catalogue and live stock on an iPad, offline in a cellar, synced from the van.Trade shows and eventsSell from the stand with show pricing, orders for delivery, temporary device keys and offline-first syncing.Offline and maintenance-mode sellingKeeps selling with no signal, and straight through Magento maintenance windows.Multi-source inventory and stock transfersLive stock across Magento inventory sources, and transfers between them from the iPad.All 16 Point of Sale featuresBack to the overview.
Questions
What merchants ask before they turn it on.
Does the till use Magento tax rules?
Yes, including row-based tax rounding and apply-tax-after-discount, with rate tables filtered for stores that have hundreds of rates.
Which online tax services work?
Avalara-style online tax totals, TaxJar and eTax are integrated.
Can I remove tax for an exempt customer?
Yes, with permission. Tax exemption at the cart and removing tax at checkout can require a PIN.
What reports are in the app?
Sales by date, user, payment type and product, filtered by store, currency, user, tender, date and type, including or excluding tax, with refund criteria.
Does it post to accounting?
Yes. Sage accounting sync is integrated, including EU goods and services types on invoices.
See it on your own catalogue.
A demo takes half an hour and uses your products, your stores and your permissions, not ours.