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Tax Rules Management Tutorial

This guide explains how to configure automated tax calculations for your business using the Tax Rules Management feature.

1. Navigating to Tax Rules

  1. Log in to your Admin account.
  2. On the sidebar menu, click on Settings and then Tax Rules.
  3. You will see a dashboard listing all your active and inactive tax configurations.

2. Creating a New Tax Rule

  1. Click the + New Tax Rule button in the top right corner.
  2. In the configuration window, fill in the fundamental details:
    • Official Name: Enter a descriptive name (e.g., "VAT 11%" or "Service Charge 5%").
    • Calculation Rate: Enter the tax percentage to be applied.
    • Priority: Set a priority number (e.g., 1 or 2) if you have multiple taxes that need to be calculated in a specific order.
  3. Configure the Tax Logic & Scope:
    • Order Channel: Select which type of orders this tax applies to (Dine In, Takeaway, Delivery, or Online).
    • Inclusive Mode: Toggle this on if your menu prices already include this tax. Leave it off (Exclusive) if the tax should be added on top of the menu price during checkout.
    • Operational Status: Ensure this is toggled on if you want the tax to go live immediately.
  4. Click Apply Rule to save your configuration.

3. Editing or Toggling Tax Rules

  1. In your tax rules dashboard, locate the rule you want to change.
  2. To quickly enable or disable a tax rule without editing its details, click the Auto Calc toggle switch on the right side of the row (or the toggle card on mobile).
  3. To modify rates, names, or scopes, click the Edit (Pencil icon) button. Make your changes and click Authorize Update.

4. Deleting a Tax Rule

  1. Find the tax rule you wish to remove.
  2. Click the Delete (Trash bin icon) button.
  3. Confirm the deletion. Note that this only stops the tax from applying to future orders; it will not alter past transaction histories.