Articles on: Dashboard

Dashboard Menu Management - Taxes

How to add or create taxes

Adding taxes to your system is a crucial step in accurately managing financial transactions. This guide will walk you through the process of adding or creating taxes in a few simple steps.

Step 1: Accessing the Taxes Section
Navigate to the Taxes option in the menu management section of your system.
Taxes Menu

Step 2: Adding a New Tax
Click on the "+ New Taxes" button.

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 forRefer to where the type of order for the tax will be applied
Applicable to Products
Add ProductEnables 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.

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

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

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

d. Exclusive: (Currently supports exclusive taxes)

e. 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.

a. 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.

Updated on: 11/17/2023

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