What is the best way to set up Washington D.C. sales tax?

[MPDC]

The title of this thread has been edited by a Square Moderator from the original: "What is the best way to set up our sales tax?"

Hi,

We are located in Washington, DC. Square doesn't seem to have the right information about DC taxes, if you use the lookup feature. It only finds the 6% rate. Our taxes are like this:

• 6% sales tax for general items & services
• 10% sales tax for restaurant meals, liquor, and soft drinks for consumption on the premises

Our business sells merchandise (craft store) and has a cafe with food & alcohol. 

I could use some help making sure we're setting things up right.

What is the best way for us to set this up within the sales tax area? So far, in everything I've tried, it seems like we're going to have to manually select which tax we want applied to every single product. If we choose to only apply it to select items within the tax settings, we would still have to then choose which items it applies to. We are going to have thousands of items so going through and selecting each one seems not ideal.

Thank you!

[Candlestore · Accepted solution]

@MPDC ;

In your Square Dashboard for tax settings setup 2 taxes ( General at 6% and Food Tax at 10%).

Then create Items :

General Merchandise and assign it the 6% General Sales tax Maunally when setting this item up.

Now do the same for MPDC Liquor and assign 10% Liquor Tax.

After doing these things Export your Square Catalog as either a CSV or Excel file.

Open the File with your preferred CSV reader (excel, Numbers, Google Sheets, etc)

See how the 2 columns are different for Taxes towards the Right of the Spreedsheet.  Copy and Paste the Correct Tax wording for the items you would like these rates applied to.  You may want to put your items into Categories to sort them in a Spreedsheet, that way you can copy paste faster pulling the correct Tax Rate down to Fill that column as far as you need.  

Using the Square Dashboard or App to do this is more time consuming than with a spreedsheet.  Once all Taxes have been filled in to your specs, Save the Spreedsheet as either a csv or excel file, then import it to Square Catalog of items on a Computer.

More on how to import to Square below.

How to import Items to Square:

5153-import-items