When you create a new tax rate, it is NOT automatically applied to any existing products. If you'd like to tax all your products at a location, or just some of your products, it's easy to do!
Managing tax rates efficiently is crucial to ensure accurate taxation on your products in Thrive and POS systems. Let's walk through how to apply taxes in bulk.
Option 1: From the Tax Rates Page
Just click "Apply Tax to Products" at the right of the Tax Rates page:
You can use filters and searches to add the products you would like to assign that tax to or you can choose to add all products.
You can also narrow down product selections by filtering them by category or vendor for better precision.
Steps to Assign Products:
First, use the 'Load All' option to populate all products.
Filter by category or vendor for precision, if needed.
Choose specific items or add all products to assign the tax.
Once all products that you want to be assigned to that tax rate are on the right-hand side click Save.
Depending on the number of items being assigned to the tax rate, it may take several hours to fully sync. You can check the progress of the sync via the Running Tasks page.
Option 2: Add Taxes via Products View
You can also add taxes in bulk from the Products View. This is great when you're already browsing your products!
Steps to Add Taxes from Products View
Refine your selection Use Filters or Search to refine your search and find the products you want to tax.
Select products Select multiple items or All items to edit.
Add the tax From the Pencil Icon, select Add Tax Rate.
Enter desired tax rate, save!
All products selected will have the selected tax rate added. Quick and easy!
By default, all newly created products will have all taxes enabled. You can then edit the tax rates that are applied if needed.
We’ve added a new account setting that ensures new products are created without any tax rates applied. This is especially helpful for businesses operating across multiple locations with different tax rates.
To have your account opted into this setting, chat in or email help@thrivemetrics.com
After creating your new items, be sure to enable the appropriate tax rates.