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Set Pre & Post Tax Rates

  • Last Updated: March 10, 2021

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.
  1. From Home, tap Settings.
  2. Choose Taxes.
  3. Select the Pre & Post tab.
  4. 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.
  5. 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”.
  6. Select either the Pre or Post radio button.
  7. Choose either the % or $ unit.
  8. 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”.
  9. Fill in relevant tax info.
  10. Additional Tax Groups can be created by filling in tax rates for each group (i.e. Group H and Group I.)
  11. 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”.

 

Notable Fields

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.

Examples of Pre & Post Tax Settings

  • 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.

  • See: Calculate Pre-tax and Post-tax

Popular With

Grocery/C-StoreLiquorPizzaQSR/DeliveryRetailSalon/SpaTable Service

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Related Topics

  • Exatouch Setup
  • Videos
  • Tax Rate Setup

Related Articles

  • Set General Tax Rates

    Last Updated: March 10, 2021

  • Set Per Unit Tax Rates

    Last Updated: March 10, 2021

  • Set Tax Rates for an Individual Item

    Last Updated: March 10, 2021

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