Tax Rates (Fixed Amount)
To create a Fixed Amount tax rate:
From the Xenial Portal, select Data Management.
From the Ordering Settings menu, select Taxes.
From the Taxes menu, select Tax Rates.
From the Tax Rates homepage, select New Tax Definition.
From the menu pane on the left, select a page and define the respective settings.
The following introduces the pages of the Tax Rates editor.
Page
Description
Define general settings including its name, application type, and fixed value.
Define availability settings for the tax rate by site.
Add associated product and modifier tax groups.
Define conditions that govern how and when the tax rate is applied.
Create a tax table with order total ranges and the respective fixed tax to apply.
From the upper-right of the screen, select Save.
General
From the General page of the Tax Rates editor, define the following:
Field | Description |
|---|---|
Name | Type a name for the tax rate. |
Type | From the dropdown, select Fixed Amount. |
Value | Type the fixed currency amount of the tax rate (e.g. 1.50). |
Based On | From the dropdown, select the basis for the applied tax:
|
Tax Class | From the dropdown, select the tax class for the business. |
Jurisdiction | From the dropdown, select the administrative level that imposes the tax at the site(s). |
Use Tax Group Sets | Toggle Yes to create sets of tax groups with specific tax application rules. See Tax Group Sets. When enabled, the Tax Groups and Conditions pages are removed from the editor. |
Tax Inclusive | Toggle Yes to hide the applied tax value on the customer receipt and on the order Item listbox at the POS. The applied tax value is added to the order total, but it is not displayed on a separate line. |
Marketplace Liability | Toggle Yes if the tax rate is liable to the marketplace facilitator when ordered from a tax-liable marketplace facilitator source. A "marketplace facilitator" is defined as a marketplace that contracts with third-party sellers to promote the sale of certain products and/or services. |
External ID | Type the identifier to use when referencing the tax rate from external third-party systems. |
Tax on Tax | Toggle Yes to calculate the standard taxes for an order, and then calculate tax on the tax amount. The "tax on tax" is added to the standard tax amount for a grand tax total. |
Availability
From the Availability page of the Tax Rates editor, define the availability of a tax rate:
From the menu pane on the left, select Availability.
Toggle Active to Active if the tax rate is available for use at the site.
Multi-site users: To the right of the field, select the globe icon to define values for each site.
Tax Groups
From the Tax Groups page of the Tax Rates editor, associate product and modifier tax groups with a tax rate.
Product Tax Groups
To associate product tax groups with a tax rate:
From the Tax Groups page, locate the Product Tax Groups section.
From the Product Tax Groups section, select Add Tax Group.
From the Add Tax Group popup window, select the tax groups.
From the lower-right of the popup window, select Add # Items.
Modifier Tax Groups
To associate modifier tax groups with a tax rate:
From the menu pane on the left, select Tax Groups.
From the Tax Groups page, locate the Modifier Tax Groups section.
From the Modifier Tax Groups section, select Add Modifier Tax Group.
From the lower-right of the popup window, select Add # Items.
Tax Group Sets
Note
The Tax Group Sets page is only available when Use Tax Group Sets is toggled Yes on the General page.
From the Tax Group Sets page of the Tax Rates editor, create sets of tax groups with specific tax application rules.
From the Tax Group Sets page, locate the Tax Group Sets section.
From the Tax Group Sets section, select Add Tax Group Set.
From the menu pane on the left of the Create Tax Group Set window, select a page and define the respective settings:
Page
Description
General
In the Tax Group Set Name field, type a name for the tax group set.
Tax Groups
Add product and modifier tax groups to the tax group set:
From the Tax Groups page, select Add Tax Groups.
From the Add Tax Group popup window, select the tax groups.
From the lower-right of the popup window, select Add # Items.
Conditions
Define conditions that determine when the tax rate is applied. See Conditions.
From the lower-right of the Create Tax Group Set window, select Done.
Conditions
Important
If conditions are not defined, the tax group is always taxed.
From the Conditions page of the Tax Rates editor, define conditions that determine when the tax rate is applied:
From the Choose Variable dropdown, select the desired variable:
Variable
Description
Steps
Consumption Type
Applied tax is determined by where the product is consumed.
For example, only apply the tax if the customer consumes the product off premises.
From the dropdown, select the consumption type:
On Premises
Off Premises
Destination
Applied tax is determined by the order destination.
For example, only apply the tax if the order destination is not Eat In.
From the first dropdown, select the applicable option:
Is
Is Not
From the second dropdown, select the order destination.
Order Subtotal
Applied tax is determined by the subtotal of the order.
For example, only apply the tax if the order subtotal is greater than 1.99.
From the right of the Conditions field, select the applicable operator from the dropdown (e.g. =, <, >).
In the formula field next to the operator, type the applicable value (e.g. 1.99).
Product
Applied tax is determined by the group of tax rates that are associated with the product.
From the first dropdown, select the applicable option.
From the second dropdown, select the tax group.
Total Price Of
Applied tax is determined by the total price of selected tax groups.
From the dropdown, select the applicable tax group.
From the right of the Conditions field, select the applicable operator from the dropdown (e.g. =, <, >).
In the formula field next to the operator, type the applicable value (e.g. 1.99).
From the right of the Choose Variable dropdown, select Add. The selected variable is added to the Conditions formula.
From the right of the Conditions field, select the applicable options to add multiple conditions to the formula.
Tax Table
From the Tax Table page of the Tax Rates editor, define a tax table for a Fixed Amount tax rate:
From the Tax Table page, locate the Tax Table section.
From the Tax Table section, select the Application Method:
Method
Description
Actual
The tax value is explicitly defined in the tax table.
Pattern
The tax value is determined as needed by the pattern of ranges defined in the tax table.
From the upper-right of the Tax Table field, select Add Range to define order total ranges, and the respective fixed currency amount to apply to the order total as tax.
For example, apply $0.04 tax when the order total is within the range of $0.99 - $5.00.
From the popup window, define the following:
Field
Description
Range Start
Type the lowest currency amount in the range.
Set the Range Start value for the first range to 0.00.
Range End
Type the highest currency amount in the range.
Amount
Type the currency amount that is applied to the order as tax.
From the lower-right of the Tax Range window, select OK.
Repeat step 3-4 to add additional ranges to the tax table (if applicable).