5. Configure the Tax Type

If you wish to apply the Rewards calculation to the Purchase dollar value before taxes, this process identifies the type and amount of tax to be considered in the miles calculation.

Refer to your Rewards Program Planning worksheet for the values to key in for each parameter.

The configuration steps are the same for both the RETAIL and the WHOLESALE program types. The following instructions refer specifically to the Retail program. To configure the Wholesale program, follow these instructions substituting WHOLESALE wherever you see RETAIL.

From the REWARD PROGRAM menu:

To navigate through the menus:

- Scroll down: press the F1 key to move the highlight bar down.
- Scroll up: press the F3 key to move the highlight bar up.
- Select a highlighted item: press OK.

a. Scroll down to TAX SETUP, and press OK.
The TAX SETUP menu appears.

b. Select TAX TYPE, and press OK.
The TAX TYPE menu appears.

c. Select the type of tax your business charges on Purchases.
The TAX SETUP menu reappears.

d. Scroll down to the tax type your business charges on Purchases, and press OK.
The TAX PERCENTAGE entry screen appears.

e. Key in the Tax percentage, and press OK.
( min. 0.01, max. 99.99)
The TAX SETUP menu reappears.

Note: If your business applies 2 types of tax, e.g. GST and PST, repeat steps d. and e. for each type of tax.

f. If the Tax Type was GST/PST, scroll down to TAX MODE, and press OK.
The TAX MODE menu appears.

g. Select the method used to calculate the tax, and press OK.
The TAX SETUP menu reappears.

h. Press the Can/Ann key to return to the REWARD PROGRAM menu.

Go back to Configuring the Rewards Program .