How to setup a Misc Charge

Miscellaneous Charge Rates

Miscellaneous Charge rates can be used for many reasons, but the most widely used reason is for a 'shop fee'. Miscellaneous Charge can be configured as a default tax rule, or only for a specific City, State, County or any combination.

To setup a default Miscellaneous Charge rate, follow the steps below. This example will add a 5% tax to all labor sold.

Start TSS XP and click on Application Settings in the upper left corner. Choose Taxes on the left navigation of Application Settings:

Here you will most likely see your default state tax rate. Click Add, put in your State, County, City and check the box 'Set as Default System Rule'. This will tell the application to always apply this rule, regardless of the current customers location. Next, enter the Rate and check Tax Labor. In this section, you could check any other types if you wish to apply the Misc charge to other sales categories. See screenshot below:

Once finished, click Save. Your Application Settings should now resemble this:

To test, start a new invoice and place some on the invoice:

NOTE: The Misc Charge does not calculate in the box with the other taxes, it will total into the Misc: box to left.