Manage Tax Rates

Whether the restaurant charges one or multiple rates, manage tax settings so the right amount gets collected at the register.

Table of Contents

Set the Default Rate

The default tax rate is a percentage that is automatically applied to all menu items.

  1. Tap 'Management' and select 'Tax Rates'.
  2. Tap the 'Default Tax Rate'.
  3. Tap the rate, enter a new one, and select 'Done'.

Additional Tax Rates

Create tax rates for items that require a rate that is different from the default. Additional tax rates override the default rate for any items assigned to them.

  1. Tap 'Management' and select 'Tax Rates'.
  2. Press the + button.
  3. Fill in the 'name' and 'tax rate'.
  4. Tap 'Add menu item' and choose items that need the rate.

    This rate overrides the default tax rate for any items assigned to it.

Tax Rate Permissions

Use permissions to fine tune what a group of users can access when adding or editing tax rates.

  1. Go to 'Permissions' and choose a user group.
  2. Select 'Tax Rate'.
  3. Modify permissions as needed.

    Toggle whether users in the group can add or delete Tax Rates.

    Select ‘Hide’, ‘View’, or ‘Edit’ next to each feature.

    Hide | User Group will not see the feature at the register.
    View | Ability to see, but not change the feature.
    Edit | User group can make changes to the feature.