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Managing Sales Tax for Retail Sales

Learn how to manage your sales tax on retail sales

How to Manage Sales Tax on Retail Sales Parts

Sales tax in Retail Sales is designed to work automatically based on your existing tax settings, but can be adjusted at the individual part level when needed.

This is useful for items that are tax exempt, such as certain food or beverage products you may sell in a ship store.


How the Default Tax Setting Works

Retail Sales follows your global sales tax setting in Boatyard. The table below shows how your global setting maps to Retail Sales:

Global Tax Setting

Retail Sales Default

Taxable

Taxable

Tax Parts Only

Taxable

Tax Labor Only

Exempt

Exempt

Exempt

For most providers, this means all parts added to a retail sale will be taxed automatically, with no extra configuration needed.


Setting a Part as Tax Exempt

If a specific part should not be taxed in Retail Sales, you can override the default at the part level.

  1. Navigate to the Parts section and open the part you want to update.

  2. Click Edit.

  3. Find the Retail Sales Tax setting and change it to Exempt.

  4. Save the part.

That part will no longer be taxed when added to a retail sale. All other parts will continue to follow your global tax setting.

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