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# 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** ](#3-adding-or-creating-taxes) 
---

### Adding or Creating Taxes

${youtube}[How to add or create taxes](gZez7Pnyzlo)
---

**Step-by-step-Guide:**

**Step 1: Accessing the Taxes Section** - 

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

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_17iet5w.png)

**Step 2: Adding a New Tax** - 

Click on the **"+ New Tax"** button.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_xt8g9a.png)

| 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 an 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.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_4cq2k1.png)

**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.

${youtube}[Check your Tax Rate](NGZLi-TZR9c)

---

|| 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.**

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_199j8n.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1d6wftw.png)

**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.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1i4cw8a.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_4r0rlr.png)

**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.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_9c50yq.png)

[ **Back to Top** ](#3-introduction)