Tax Handling Improvements Within Pressero
Aleyant is excited to announce improvements to the way that Pressero handles taxes, coming on Tuesday, September 2.
View here a quick overview from Product Manager Trent Foreman about these new improvements.
We are moving tax settings from the Site level to the Preferences level. The way you implement taxes will be known as “Tax Profiles,” which allows you to create profiles at the Admin level and easily assign them to multiple sites.
You will still apply the Tax Profile to sites at the Site level, in the General tab, but you will be able to create and view all your new Tax Profiles in a single list page in Admin > Preferences > Tax Profiles. Remaining the same are the functions for setting taxes based on Postal Codes, State or Province, Country, or using a Flat Tax Rate.
These changes will NOT require you to rework your current tax settings. We are making it easy for you to convert your existing tax settings to Tax Profiles with a single click. The reason we are letting you know about this now is so that you can plan how to consolidate existing tax settings that are currently identical across multiple sites into a single Tax Profile. If you set this up first you can save a significant amount of time.
After this release occurs on September 2, upon the first time accessing a site’s Settings > Tax tab, you will be presented with the Site Tax Setting Changes window, which allows you the option of saving your current tax settings as a new Tax Profile. Simply click the green “Generate Tax Profile” button (shown in the screen below) to 1) Automatically generate a new Tax Profile from those settings, 2) Name the profile based on the site name, and 3) Assign that Tax Profile to the site. Other than clicking the “Generate Tax Profile” button, there are no actions required. Note that the window also provides a link to the new Tax Profile documentation in the knowledge base.
This step is where you can save time and effort. We previously mentioned that you can apply Tax Profiles to multiple sites, and that you can consolidate existing tax settings that are currently identical across multiple sites into a single Tax Profile. We recommend that you choose one of those sites — sites that use identical tax settings – to generate your first Tax Profile. Refer to the screen below to see what happens when you do that and go to another site. For the second site that you access, you will be presented with the Site Tax Setting Changes screen that allows you select the previously generated Tax Profile and assign it to that site if you so choose. Repeat this step for each of the sites that use identical tax settings and all those sites will be using a single Tax Profile.
To create a new Tax Profile, go to Admin > Preferences > Tax Profiles and select + Add New as shown below.
To assign that new Tax Profile to a site, go to Sites > [Select Site] > Settings > General and scroll down to Tax and click Choose Tax Profile and select the previously created Tax Profile in the drop-down. Note that the Tax tab is no longer present in new sites, or site in which the tax settings have been converted to Tax Profiles.