Taxing Changes

This is a pre-view of the new taxing setup. We are still doing some tweaking on these screens so the final released product might be different from what is shown here, but we are wanting to share with you in advance some of the massive changes we have been making for out 3.5 release (aka 3.4 beta).

You may have up to 10 Tax Departments in the system. These are designed to be unique tax reporting areas (such as Sales Tax, Liquor Tax, VAT Tax). There are 100 total Tax Categories available, possibly with all 100 allocated to a single department or split out over multiple departments, but there can only be 100 total Tax Categories. These categories can be thought of as rules to how and when to apply the tax for the department. You cannot report on Tax Categories, so it is important that they be used only as rules.

Each item can be marked as taxable for each Tax Department. If the item is not marked, the item's sales are not included in either the taxable or non-taxable sales amount for that item. Each Dining Area is also marked as taxable for each Tax Department. If an item is marked as taxable, but the Dining Area is not marked, the item's sales are considered non-taxable.

Each Dining Area also has a list of the Tax Categories available for each Tax Department. If they are selected, then that rule will be available, and if valid, used for calculating tax.

Each Tax Category can be configured by time of day, day of week, inclusive or exclusive, have a unique rate, have both a minimum and maximum tax charged, have both a minimum and maximum taxable amount, and those minimum and maximum taxable amounts can vary by Sales Department.

Each Tax Category can also calculate by item, by line, by guest, or by table, depending on how the site prefers their rounding.