Sales tax and VAT

Bitta Retail POS keeps no tax tables of its own. Every line goes to the standard Business Central tax engine: US Sales Tax through Tax Areas, Tax Groups and Tax Details, VAT through VAT Posting Setup, or no tax at all. You choose the method once per company, decide whether shelf prices include tax, and give each store its Tax Area when you use Sales Tax. When a sale completes, Bitta Retail POS freezes the tax result, so End of Day posts exactly what the customer paid.

Prerequisites

• The BAA POS - Admin permission set.
• Business Central tax setup that already works for a sales invoice. For Sales Tax: Tax Jurisdictions, Tax Groups, Tax Details and at least one Tax Area. For VAT: VAT business and product posting groups and the VAT Posting Setup combinations you sell with. The setup wizard never creates Tax Areas or VAT setup; it only checks them.
• A mapped walk-in cash customer. For Sales Tax it must be Tax Liable. For VAT, its VAT business posting group must have a VAT Posting Setup.

Choose the tax method

Tax Calculation Method	How tax is found	Needs
Sales Tax	Standard Business Central sales tax calculation on the sale's Tax Area, the line's Tax Group and the tax liability	A Tax Area on every sale, a Tax Group on items
VAT	Standard VAT calculation on the bill-to customer's VAT business posting group and the item's VAT product posting group	VAT Posting Setup for each pair you sell
None	No tax is calculated	Nothing; Prices Include Tax is not available

You set the method on the first step of the setup wizard:

1. Run Set Up Bitta Retail POS from Assisted Setup. On First Register, choose Tax Calculation Method. US companies start with Sales Tax and other companies with VAT; you can change the selection.
2. For Sales Tax, choose Store Tax Area: an existing Business Central Tax Area used for sales completed inside this store. The field appears only for Sales Tax.
3. Select Prices Include Tax if your shelf prices already include tax. The field is hidden for None.

4. On Business Central Readiness, check the Tax Configuration row. It reports whether the tax method, the store Tax Area and the walk-in customer are ready, and its assist button opens the Tax Area list. For Sales Tax, you cannot finish the wizard without an existing Tax Area for the store.

To change the method later, open POS Setup, expand Advanced Settings and edit Tax Calculation Method and Prices Include Tax. With VAT, the same FastTab holds Reward Zero VAT Prod. Group, the zero-rate VAT product posting group used for loyalty item rewards.

Where each sale gets its tax inputs

• Store: on POS Stores, Tax Area Code is the Tax Area for in-store sales and Tax Liable is the default liability when the sale has no mapped customer tax identity.
• Delivery sales: a sale whose fulfillment method has the Delivery behavior uses the Tax Area of the ship-to address, or of the customer when there is no ship-to code.
• Liability: a POS customer with its own Tax Area uses its own Tax Liable; otherwise the mapped Business Central customer's Tax Liable applies; otherwise the store's.
• Items: the POS item's Tax Group Code is used for Sales Tax. Leave it blank to use the mapped Business Central item's Tax Group.
• VAT: the VAT business posting group comes from the bill-to Business Central customer of the sale.

Prices Include Tax

With Prices Include Tax on, the price on the tile and the shelf is the price the customer pays. Business Central backs the tax out of that price and posts the standard net, tax and gross amounts. With it off, tax is added on top. The register's Price Check card says Prices include tax. or Prices exclude tax. so the cashier can answer customers. The setting is ignored when the method is None.

Tax is frozen when the sale completes

While a sale is open, every change of customer, store, delivery address or line recalculates tax through Business Central. At Tender & Complete, the app recalculates one last time, checks the result against a standard Business Central sales document, and freezes it on the sale: the tax method, the prices-include flag, the Tax Area and source, the liability, the VAT business posting group, dimensions and a fingerprint of all of them.

End of Day replays that frozen context on the Business Central invoice or credit memo. If the fingerprint no longer matches, or Business Central would calculate a different base or tax, posting stops with a message ending in "Nothing was posted." A later change to Tax Details, VAT rates or the company tax method therefore never rewrites a completed sale. Returns reuse the tax frozen on the original sale.

Report tax with POS Tax VAT Summary

Search for POS Tax VAT Summary. The report reads the tax stored on each POS sale line, never the current tax setup, and it has RDLC and Excel layouts.

• Date Basis: Business Date or Posting Date, with a required Starting Date and Ending Date.
• Sale / Return and Posted State narrow the documents included.
• Stored Tax Filters: Tax Area Filter, Tax Group Filter, VAT Product Posting Group Filter and Stored Combined Tax Rate % Filter.
• Summary By: Area + Tax Group, VAT Product Group, Stored Rate, Store or Date, with Transaction Detail and Exceptions Only options.

The rates are the combined rates stored on POS transactions. The report summarizes stored tax liability; it is not jurisdiction-level filing detail, so use your Business Central tax reports for filing. Other tax and reconciliation reports are listed in All POS reports.

What's next

Set up receipt printers, the cash drawer and print routing: Receipt printers.