Set Pre & Post Tax Rates

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.