Taxes & Charges
The list of your government taxes, your service charge and a charge of your own. Add one (Code, Name, What kind of money is this?, Rate %, Receipt label, Statutory code, Display order), how a tax reaches a bill with no tax groups, change a rate, and switch one off or delete it.
On this page
Taxes & Charges holds every percentage a bill can add: a government tax such as SST, your service charge, and a charge of your own such as packaging. They are one list because they land on a bill the same way, but they are not the same money, and the list says which is which on every row.
A new restaurant starts with three rows: SST6 (6%), SVCTAX (6%, the tax on the service charge) and SVC, the 10% service charge.
Before you start
- You need Taxes & Charges, View to see the screen, and Taxes & Charges, Edit to change it.
- Know your rates and whether your menu prices already include the tax.
How a tax reaches a bill
There are no tax groups to set up. A government tax is charged wherever it is ticked:
- At an outlet: on the outlet's Money tab (Tax on this outlet), or from the tax itself, on its Apply to tab. Every dish set to Follow Outlet is charged those taxes there. See Taxes & Charges: Apply to.
- On a dish: a dish set to Its own taxes on its Tax & charges tab pays the taxes ticked there, at every outlet. A dish set to No Tax is never taxed. See Items: Tax & charges tab.
- On the service charge: the service charge's Tax on this charge. See Taxes & Charges: the service charge.
Then each tax or charge can be switched off for order types, categories or single dishes on its Where it is not charged tab. See Taxes & Charges: Where it is not charged.
Open Taxes & Charges
- In the menu, under MASTERS, click General Setup, then Taxes & Charges.
- The page Taxes & charges opens.
The screen, part by part
Taxes & charges
Government taxes and your own charges, in one list. Each one can be switched off for an order type, a category or a single dish.
| Code | Name | What it is5 | Prints as6 | Rate7 | Where it is charged8 | Status | |
|---|---|---|---|---|---|---|---|
| SST6 | Sales & Service Tax 6% | Government tax | SST 6% | 6% | Every outlet · and on every dish that ticks it as its own tax | Active | Apply to Where it is not charged Edit Delete9 |
| SVCTAX | Service Tax on Charge | Government tax | SVC TAX | 6% | No outlet · and on every dish that ticks it as its own tax | Active | Apply to Where it is not charged Edit Delete |
| SVC | Service charge | Service charge | Service charge | 10% | Charged at 1 outlet, all of them at 10%. Show all 1 outlet | Active | Where it is not charged Edit Delete |
| PKG | Packaging | Your own charge | Packaging | 1% | Take Away and Counter · not on Dine In and QR Order | Active | Where it is not charged Edit Delete |
- Taxes & Charges: under MASTERS, in General Setup.
- Search…: narrows the list by code or name.
- Show inactive: also lists the rows that are switched off, faded.
- + New: adds a tax or a charge. See Add a tax.
- What it is: Government tax, Service charge or Your own charge. The two kinds of your own revenue have a violet badge on screen, the government's a blue one.
- Prints as: the receipt label. When it is empty, the name prints instead, shown in grey.
- Rate: the percentage.
- Where it is charged: for a government tax, the outlets that tick it (Every outlet, No outlet, or their codes), and on every dish that ticks it as its own tax. For the service charge, how many outlets charge it and at what rate, with Show all … outlets to list them. For a charge of your own, the order types it is charged on, and under them those it is not.
- The row's buttons: Apply to (a government tax only) opens the outlets that charge it; Where it is not charged opens its switches; Edit opens the tax; Delete deletes it, or switches it off when it has been used.
- The lines under the list: what the two kinds of money are. A third line explains Your own charge.
When the restaurant has no service charge, a grey line above the list says how to add one. When it has no charge of its own, another says Charging for packaging, or anything else of your own? Make a new row here and set "what kind of money is this" to a charge of your own, like packaging.
Add a tax
- Click + New. The window New tax or charge opens on its Tax tab.
- Type a Code, such as SST8, and a Name, such as Sales & Service Tax 8%.
- Leave What kind of money is this? on Government tax — you collect it and send it on.
- Type the Rate %, such as 8.
- Type a Receipt label, such as SST 8%, and the Statutory code, such as SST.
- Click Save. The big green SAVED shows and the window closes.
- Open the tax again and tick the outlets that charge it on its Apply to tab, or tick it on the dishes that pay it.
Only a government tax is ticked onto outlets and dishes. Your service charge and your own charges are worked out once at the bottom of the bill, never inside a menu price, so they are never one of those ticks.
5Short form for the receipt breakdown, e.g. "SST 6%".
7For SST returns and e-Invoice.
8Display order- The tabs: Tax, then Apply to (a government tax only) and Where it is not charged. On a tax not saved yet, the other two say Save this tax first. Then open it again…, with Back to the tax.
- The box at the top: what kind of money this is, said before anything else. Blue for a government tax, violet for your own revenue.
- Code: required. Its short code.
- Name: required.
- What kind of money is this?: Government tax — you collect it and send it on, Service charge — your own revenue, or A charge of your own, like packaging — your own revenue. See Taxes & Charges: the service charge and Taxes & Charges: a charge of your own.
- Rate %: required, from 0 to 100, to two decimals.
- Receipt label: the short form printed in the receipt's tax lines, such as SST 6%. Empty, the name prints.
- Statutory code: the tax's code For SST returns and e-Invoice.
- Display order: the order of the rows. On a charge of your own it also decides which charge a bill carries.
- Active: ticked, the tax is in use. Untick it to switch it off everywhere.
- Save: saves the Tax tab and closes the window. The other two tabs have saves of their own.
Change a rate
- Click Edit on the row. The window is titled with the code and the name, such as SST6 — Sales & Service Tax 6%.
- Change the Rate %.
- Click Save. Every POS charges the new rate on the next line it rings after it syncs. Lines already on a bill keep the tax they were rung with.
On the service charge, the window says before you save which outlets the new rate reaches. See Taxes & Charges: the service charge.
Switch off or delete a tax
- To stop charging a tax everywhere but keep it, Edit it, untick Active and Save.
- To delete it, click Delete. The back office asks Delete "Sales & Service Tax 8%"? and says If it has already been used it will be deactivated instead, so existing bills stay intact. Its switches are kept either way. Click OK.
- A message says Deleted, or for a tax already used, Deactivated — and why, for example Deactivated — still used by past bills.