Overview

This article covers changing Tax Rates on specific products only. If you wish to update tax rates on all products, please use How do I change my tax rates? article

Procedure

Step 1. Run a Product List report of the products you want to update

Step 2. Update the Product List report file

Step 3. Import the Product List report to your Cloud Retailer Back Office

Run a Product List report

1. Log in to your Cloud Retailer Back Office

2. Navigate to Reports

3. Search for and select  Product List 

4. Select the products you wish to update by utilizing the available filters

5. Export to a CSV file

Update Product List report file

1. Open the CSV file with Excel.  Be careful that you do not trim any leading digits from your Product codes by opening the file using the Data import function of Excel to ensure the product code column is treated as text (screenshot below)
   

2. Remove any data columns that you do not plan on importing.  If a data column is absent from the file it will not update that field when importing, if it's there, it will.  For this example, the only columns you need are the product "Code" and the "Tax" columns to update the tax.

• Note : You can only update the tax rate to an already existing Tax Rate in the back office. If the Tax Rate you wish to use is not yet added you will need to create a new Sales Tax jurisdiction first. You may follow the steps in the Creating New Sales Tax article found under the References section.

Import the Product List

1. Navigate to Tools

3. Search for and select  Import Tools

4. Under the list of Import Tools, select Products 

5. Drop the CSV file you just created

6. Click Import

Verify that worked as expected.  You can do this by looking at product records and also ringing products up at the POS and verifying the tax calculation.

References

• Creating New Sales Tax
• How do I change my tax rates?

Average Time to Complete

This may vary depending on the number of products needing to be updated.