Set up alternative tax rates

Set up alternative tax rates


Alternative tax rates are the tool you use to alter the tax rate applied to your sales or purchases.  If you have your accounting system integrated with Cin7 Omni your tax rates will be downloaded into Cin7 Omni upon setup.

Customer/vendors alternative tax rates

You can apply an Alternative Tax Rate to individual contacts. When adding a customer or vendor with an Alternative Tax Rate to a transaction, the specified Tax Rate will automatically apply to all the products in the transaction.

  1. From the left navigation, select CRM.

  2. Select the contact by choosing the contact name.

  3. Under the Accounts section, choose the tax rate from the Tax Rate dropdown.

Branch alternative tax rates

You can apply Alternative Tax Rates to different branches, this is particularly useful if you have multiple retail stores.

  1. From the left navigation, select CRM.

  2. Using the Contact Type dropdown, select Branches.

  3. Select the branch by choosing its name.

  4. From the Tax Rate dropdown, choose the Alternative Tax Rate.

Each sale is taxed based on the Tax Rate setting in the branch contact. This happens at the time of import - so unlike customers above, it is not visible in the actual transactions within Cin7 Omni.

Manual alternative tax rates

You may choose to assign Alternative Tax Rate manually at the time of sale, either to override automatic assignments or just to apply the Alternative Tax Rate on a case by case basis.

There are two places you can do this:

  1. Assign at the order level
    To apply an Alternative Tax Rate to an entire order, select the Alternative Tax Rate dropdown and choose from the list. This will apply one specific tax rate to all line items in the order.

  2. Assign to a line item
    In a transaction, you can choose an Alternative Tax Rate for each line item by selecting the Account column and then selecting from the dropdown list that appears.

Alternative tax rates priority

When an Alternative Tax Rate is applied in multiple places, the Tax Rate that is ultimately applied is decided by the priority below (1 being the highest)

  1. Line item

  2. Order level/Contact

  3. Branch

  4. Default

Let's say you have assigned Branch X to the Tax Rate "GST (15%)". You also assigned Customer Y to Tax Rate "GST Free 0%" prior to this. When you sell to Customer Y from Branch X, Tax Rate "GST Free 0%" will be applied because the Customer has a higher priority.


I can't see the entire tax rate name from the dropdown list?

This may happen if your Tax Rate name is too long. The recommended solution is to use a naming scheme that allows you to easily see the right account from the first few characters (e.g., "GST", "No GST", etc.).

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