Dashboard Menu Management - Taxes

Introduction

Efficient financial transaction management begins with the crucial step of adding taxes to your system. This guide simplifies the process, providing you with a seamless walkthrough to add or create taxes in just a few simple steps. Ensure accuracy in your financial records by following the straightforward instructions outlined below.

Table of Contents

Adding or Creating Taxes

Adding or Creating Taxes

Step-by-step-Guide:

Step 1: Accessing the Taxes Section -

Navigate to the Taxes option in the menu management section of your system.



Step 2: Adding a New Tax -

Click on the "+ New Tax" button.

FIELD	ACTION
Tax Name*	State and local tax name. i.e., Sales Tax, Value Added Tax
Tax Value*	The tax percentage to be applied – enter the percentage value
Tax Type*	Select % Percentage if the entered tax value is calculated in percentage. Select $ Dollar if the entered tax value is in amount
Additional Information
Exclusive	*Currently support exclusive taxes
Tax applies for	Refer to where the type of order for the tax will be applied
Applicable to Products
Add Product	Enables the tax to be applied to a specific product from your menu

Step 3: Providing Tax Information -

Fill out the required information for the new tax and then click Save to finalize the entry.



3a. Tax Name: Enter the name of the state or local tax, such as "Sales Tax" or "Value Added Tax".

3b. Tax Value: Input the tax percentage to be applied. Make sure to enter the correct percentage value.

3c. Tax Type: Choose either % Percentage or $ Dollar, depending on how the tax value is calculated.

3d. Exclusive: (Currently supports exclusive taxes)

3e. Tax applies for: Specify where the tax will be applied, referring to the type of order.

Step 4: Applying Taxes to Products -

Under the Applicable to Products section, you can customize which products the tax will apply to.

Add Product: This option enables you to apply the tax to a specific product from your menu.

By following these steps, you'll be able to efficiently add or create taxes in your system, ensuring accurate financial calculations for your transactions.

Fetch Tax Rates

Fetching Tax Rates involves simply adding a tax rate corresponding to your location.




Note: The tax rate depends on the restaurant's location. So, make sure to update the location before using the fetch tax rate feature.

Step 1: Access Menu Management: Open your eatOS Dashboard and locate the left-side navigation bar. Click on Menu Management.



Step 2: Navigate to Taxes: Scroll through the Menu Management Section until you find Taxes and select this option.



Step 3: Fetch Tax Rate: Look for the Fetch Tax Rate button and click on it to retrieve the most up-to-date tax information.



Step 4: Select Tax Rate: Once the information loads, tap on the Select button to proceed.



Step 5: Review Tax Breakdown: Delve into the displayed breakdown of the Tax Rate. Close the breakdown by tapping the X or create a new tax for your products using the Create Tax button.



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Updated on: 11/29/2024