Setting Up Locality, Tax, Currency, and Date Format

Follow these steps to set your locale preferences and tax values in Swim.

Accessing Locale Settings

1. Move your mouse (or finger on a touchscreen) over the three lines at the top right of the screen, next to Reports.

2. Select Utilities.

3. Select System.

4. Click Locale.

Use the dropdown options to configure the following:

• Country and region

• Currency format

• Date format

• Default tax value

• Whether tax is included in the sale price

Including Tax in Sale Prices

If your sale prices shown to customers include tax, select Yes for Sale price includes tax.
Otherwise, select No.

Setting Your Own Tax Values

To create a custom tax value:

1. Go to Utilities > System > Tax Values.

2. Enter a name for your tax value (e.g. GST, VAT, USA).

3. Enter the rate (e.g. enter 10 for 10% — Swim will automatically convert it).

4. Select the corresponding country.

5. Click Add Tax Value.

To delete a tax value, hover over it and click the X beside the value you wish to remove.

Updating a Tax Percentage

If your tax rate changes:

1. Create a new tax value (as described above).

2. Remove the previous tax value by clicking the X next to it.

3. Go to Utilities > System > Locale.

4. Remove the old tax value and select the new tax value.

5. Click Update Stock Prices.

This ensures your stock prices are recalculated correctly based on the updated tax rate.

Enabling Two Taxes

Swim supports dual-tax systems where required, such as in some Canadian provinces or US states.

To enable two taxes:

1. Follow the steps under Setting Your Own Tax Values to create both tax entries (e.g. PST 1.05 and GST 1.04).

2. Go to Utilities > System > Locale.

3. In the Default Tax Value fields, select both tax values.

4. Click Save Changes.

Both tax amounts will now be shown on receipts and included in sales reports.