In this article we will be going over how to create the Sales Tax Categories. This will give you a broken down report for your Sales Journal Report, as well as, allow you to assign different sales taxes to items, delivery charges, etc. Example: Paper Products vs. Food Items vs. Rental Items. Adding categories to your Sales Tax will allow you to separate out your Sales Journal Report by categories for reporting purposes, as well as, have a breakdown of different sales taxes owed for completing your sales tax reports and payments.
1 - Click on the Admin tab - then under the Global Settings section click on the Sales Tax bubble.
2 - Next click on the Sales Categories link.
3 - A new box will appear. Any existing categories will also appear. Default categories will need to be set up as well. To create a new category click on the Add New Category tab.
4 - The next page will be where you create the new category.
5 - You will then fill out the information.
A - Display Name: this is the name of the category for sales reporting and for sales taxes
B - Apply This Category to: here is where you will choose which the category needs to be applied to: Menu Items, Coupons, Tips, Delivery Fees & Service Fees.
C - Tax Rates for Pick-up & Dine-in: here is where you will create a tax rate for order that are under the Pick-up and Dine-in order types
6 - You will use the drop down box to choose the Rate that you want to appear. Note - rates are created under the Sales Tax Rate link
7 - Once you click on the Rate you want to use the Add button will appear.
8 - Click on the Add button and the rate will appear in the box below.
9 - If you have multiple locations you will need to select the location it belongs to. Note you can add multiple rows.
D - Tax Rates for Delivery: here is where you will create a tax rate for order that are under the Delivery order type
10. You will use the drop down box to choose the Rate that you want to appear. Note - rates are created under the Sales Tax Rate link
Once you select the Sales Tax Rate you will click on the Add button.
11 - The Sales Tax Rate will appear below and you will then need to choose the Filter.
12 - The Filter will allow you choose from Store Location - State - Zip Code. Note: if you choose Store Location an additional box will appear asking you to choose your Location - if you choose State an additional box will appear allowing you to choose which State - if you choose Zip Code an additional box will appear allowing you to add the Zip Codes. Note you can add multiple rows.
Then you can choose if you want to make that taxable or not.
13 - Next you will assign the Tax Rates to the Menu Items. This allows you to choose how specific menu items are categorized for your Sales Journal, as well as, how these items are taxed.
14 - You will click on the Menu Item and it will highlight in Blue. Note: hold the control key down to select more then one item at a time.
15 - When done highlighting all the menu items click on the Add tab.
16 - The Menu Items that you selected will appear below.
17. Once you are done, click on the Save This Information tab.
You have now learned how to configure the Sales Categories.
Note that for the default categories, you will need to set those up as well.