How Do I Add or Modify Taxes?

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Use Qu EI to configure tax rates and apply tax to menu items. In some cases menus will contain multiple taxes such as a state tax and an alcohol tax. Generally, it’s easier to create a tax group before creating items.

Taxes and Tax Groups

  1. Navigate to Taxes under the Configuration Setting
  2. Click on the plus sign
  3. Fill in the following settings
    1. Check Title – The name of the tax that shows up on the check
    2. Report Title – Name that the tax will be assigned when generating reports
    3. Percentage or Fixed amount and value
  4. Click Save
  5. Navigate to Tax Groups located under Grouping
  6. There are two potential options that can be performed at this point
    1. A valid tax group has not been created
      1. Click on the plus sign
      2. Give the tax group a title
      3. Click on the plus sign in the taxes section
      4. Select the tax created in step 3
      5. Choose a location
      6. Choose an order type
      7. Click Accept and then Save (See Step 7 for adding items to the tax group)
    2. A valid tax group has already been created
      1. Select the tax group
      2. Click on the plus sign in the taxes section
      3. Select the tax created in step 3
      4. Choose a location
      5. Choose an order type
      6. Click Accept and then Save

 

Figure 1: Updating a tax group

  1. To add an item to the tax group (Assuming the tax was created after the item):
    1. Click on the tax group configured in step 6
    2. Click on Items
    3. Click on the plus sign
    4. Find the item that should be added.
      1. Repeat for all items needed
    5. Click Save

 

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