Tax rates are configured in Settings. Tabs in Tax Settings correspond to different types of taxes: General, Per Unit, and Pre & Post. On each tab, tax rates are defined in Groups. Tax Groups are labeled alphabetically (i.e. Tax Group A, Tax Group B) but can be assigned custom labels as well.
Pre & Post Taxes are set up on the Pre & Post Tab. Tax Groups H and I are designated for pre-taxes and/or post-taxes.
- Note: Pre and Post taxes are NOT intended to be used to apply a surcharge. Pre and Post taxes are applied to all orders, regardless of the customer’s payment method.
- From Home, tap Settings.
- Choose Taxes.
- Select the Pre & Post tab.
- Choose to fill in Group H or I. We suggest filling in the first available Tax Group. For example, fill in Tax Group H before Tax Group I.
- Customize Tax Group names by clicking on a generic label name and typing in a name. For example, change “Tax Group H” to “Occupational Tax”.
- Select either the Pre or Post radio button.
- Choose either the % or $ unit.
- Customize the names of individual taxes by clicking on a generic label name and typing in a name. For example, change “Tax H1” to “County Tax”.
- Fill in relevant tax info.
- Additional Tax Groups can be created by filling in tax rates for each group (i.e. Group H and Group I.)
- Choose Save.
- Note: One or multiple Tax Groups can be created. For example, taxes applied to soda may be different than taxes applied to beer. In this case, you would create Group E: “Tax rates for soda” and Group F: “Tax rates for beer”.
Pre-tax amounts are applied to an item subtotal. Post-tax is an additional tax calculated after regular taxes are applied.
- Pre or Post: Select either Pre or Post to indicate either a pre-tax or a post-tax.
- % or $: Select either the % or $ to indicate if the tax is a percentage applied or a specific dollar amount.
- Show on receipt: Select to display the tax details on the customer receipt.
- Note: Examples below are instructional only and should not be used as tax advice. Consult with your state’s department of revenue and/or your knowledgeable sales tax accountant to determine how to apply taxes in your location.
- Occupational Tax in Madison County, KY: Additional 1% tax on any work done outside Madison County city limits. This is a post-tax, calculated after regular taxes are applied.
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