Tax Rules

The tax rules allow you to define specifically how certain categories (ex: Menu, Beverage, Rentals, etc.) are taxed.

1.    Select ‘Administration> Business> Tax Rules’ from the Navigation Bar.

2.    The ‘Tax Value & Names’ tab is selected.

3.    Select a ‘Tax Location:’ from the drop-down list.

4.    Once a locality is selected, click the ‘Tax Rules’ tab.

Adding/Editing Tax Rules

The ‘Tax Rules’ grid displays the current tax rates for Selected City/County:

Menu, Menu Exmpt: 

The rate at which all menu items will be taxed for taxable and tax exempt events.

Bev, Bev. Exmpt: 

The rate at which beverage items will be taxed for taxable and tax exempt events.

Rentals, Rentals Exmpt: 

The rate at which rentals will be taxed for taxable and tax exempt events.

Staff, Staff Exmpt: 

The rate at which invoiced staff will be taxed for taxable and tax exempt events.

Svc Chg, Svc Chg Exmpt: 

The rate at which the service charge will be taxed for taxable and tax exempt events.

Grat., Grat. Exmpt: 

The rate at which the gratuity will be taxed for taxable and tax exempt events

Oth. Fee, Oth. Fee Exmpt: 

The rates at which the assigned ‘other fee’ will be taxed for taxable and tax exempt events. See Business Profile & Event Defaults for more information on the other fee.

Eff. Date, End Date:

 The dates which the Tax Rule is effective and ends.

Extended Tax Rules (Canada)

2^nd Menu, 2^nd Menu Exmpt: 

The second tax rate at which menu items will be taxed (CANADA) for taxable and tax exempt events.

2^nd Bev., 2^nd Bev Exmpt:

The second tax rate at which beverage items will be taxed (CANADA) for taxable and tax exempt events.

1.    To change any of the individual tax schemes noted above click the ‘Edit’ link..

2.    Select the appropriate tax rate from each list for the displayed schemes.

3.    You can leave the default ‘Effective Date:’ or change it at this time (be sure the date is sometime in the past to accommodate any past bookings you may want to enter).

4.    Click the ‘Save’ button to save the data or the ‘Cancel’ button to rollback any changes.

Important Note: When tax rules change, be sure to use the ‘Add Rule’ option to build another detail. Editing a tax rule will alter past invoices that fall within the effective dates of that segment.

Delete a Tax Rule:

1.    Click the ‘Delete’ link next to the Tax rule you wish to delete.

2.    Click the ‘Yes’ button to confirm the deletion.

You must have at least one row segment.