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.

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.

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