Using Shopify POS is a key tool for managing in-store sales. However, it is essential to ensure that the taxes applied at the point of sale cannot be manually altered by cashiers, as this directly affects the fiscal validity of orders.
In the context of fiscal control systems such as Verifactu or the SII (Spain) and TicketBai (Basque Country), any improper modification of taxes renders invoices invalid and leads to their rejection by the tax authorities.
Roles and Permissions in Shopify POS
Shopify POS allows assigning different roles to store employees, and some of them include the ability to edit taxes in the cart.
It is recommended to review and restrict this option so that cashiers cannot modify taxes at the point of sale (cart).
Tax modifications should be centralized only in profiles with administrative or fiscal responsibility.
Customer-Level Taxes
It is important to note that, unlike cart taxes, editing or removing customer-level taxes cannot be restricted through roles.
Therefore, this action must be addressed as part of mandatory internal training for cashiers.
Under no circumstances should employees remove customer taxes, as this results in fiscally invalid invoices.
The instruction must be clear: customer taxes should never be modified under any circumstance.
Benefits of These Measures
Regulatory compliance: ensures that issued invoices are valid under Verifactu, SII, and TicketBai.
Error prevention: avoids manual modifications that compromise compliance.
Process consistency: all orders follow the same fiscal criteria.
Legal and accounting security: eliminates the risk of administrative rejection.
Conclusion
Proper tax management in Shopify POS requires a dual strategy:
Configure roles to limit tax editing in the cart.
Train cashiers to ensure that customer taxes are never modified.
By doing so, you guarantee consistent and compliant tax practices, avoiding any issues that could lead to invoice rejection by the tax authorities.