How do I add tax to my transactions?

You may add a line for tax on your transactions by customizing your account.

  1. Click on the Process a Credit Card button.
  2. Click Customize this Form.
  3. Set the Tax field to Display or Required, then specify the applicable tax percentage (as needed for your use).
  4. Click the Save button.
  5. A tax line will now be present on the Process page and will automatically be added to your transactions.
  6. If you want to manually add the tax to your transaction, you may click the Partial Tax / Tax Exempt box. This will allow you to set the tax to zero, or enter a custom tax amount (for businesses that charge tax on parts but not labor, for example).
  7. Fill out the remainder of the form and click Process to submit your transaction.

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