Product Taxes

Please read before setting up your taxes:

You acknowledge and agree that you are solely responsible for and assume all legal and financial responsibility for taxes, fines, fees and associated losses. You agree to defend and hold the Guest Innovations parties harmless of any and all liability concerning taxes. Including but not limited to: collecting, reporting, determining and configuring your settings, data storage and accuracy of your tax collections and payments. It is your sole responsibility to consult with your certified public accountant or tax professional concerning sales and/or usage taxes.

Taxes are created here, and applied to your products so that you collect the correct amount of tax required. Consult your local tax professional to make sure you're properly applying all sales taxes you are subject to.

You can add multiple taxes for example, state, local, and taxes applied to different order or product categories.

• This is extremely useful in reporting to keep track of the taxes you have collected.
• Reports can be found in Back Office > Reporting > Reports > Taxes
• On the guest's receipt all taxes will be lumped under "Tax".

Add Taxes

To add a new Tax:

• Click the Add Tax button at the top of the screen.
• In the Edit Tax panel:
  • Tax Name – Give a good descriptive name for the tax (e.g. "State Liquor Tax")
  • Tax Rate – Enter the tax rate as a percentage, including any decimals
  • Inclusive Tax – When selected, taxes will be taken out of the product price on the POS. This is useful for bars that want flat prices and is sometimes called "Bar taxes".
  • Tax By Category – When enabled, instead of applying tax to individual products, taxes are applied to all products in the selected categories.
  •  Rounding Type – The rounding type determines how taxes will round when it's not a full cent.
    • Round – Rounds up or down to the closes penny
    • Ceiling – Always rounds up to the nearest penny
  • Order Type – Select the order types that this tax will apply to. Some jurisdictions have different taxes for takeout versus dine-in, for example.

To modify these settings or delete an existing tax, click the Edit Details button next to the tax name.

Click the Add Tax button to add a new Tax

Configure the tax in the Edit Tax panel

Applying Taxes

For a guest to be charged a tax, it must be applied to products before they are ordered.

There are two ways to apply a tax to a product. By product or by category.

To avoid the pain of discovering you have not collected taxes, always confirm tax is applied to new products.

Apply Tax By Product

To apply a tax to products:

• Click the Choose Products button next to the tax name
• Select products and menus to apply the tax
• The number of selected products in a menu appears in the center column

Click Choose Products to apply the tax to products

Select the menus and products that will be taxed or "Select All" at the top of the list.

Apply Tax by Category

When tax by category is selected, in the tax properties, the tax is applied to all products in the selected categories.

To apply tax by category:

• Click the Choose Categories button next to the tax name.
• Select categories to apply the tax
• New products added to the selected categories should have the tax applied automatically.

Click Choose Categories button:

Select the categories that will be taxed:

Adding a Tax In Product Management

Product taxes can also be applied directly to a product when adding it to the menu.

To apply a product tax within Product Management:

• Click the desired product
• From the Product Properties menu select Edit Taxes
• Select the tax(s) that will be applied to the product

Click the product and select Edit Taxes

Select the tax(s) that will be applied to the product