How to create Order Level Taxes and record them in Accounting

Sample of how it might look:

Notice I set mine up to only apply the hidden tax to Salads. Both of those salads non tax price is 5.60 I set tax rate of 8.25%

Tax templates take care of the rest of my items as you can see below Tax total of 1.05 is for Hamburger Steak Dinner, Burrito Dinner, and Diet Coke.Medium.

The tax you see in blue only show on your screen so you can be sure tax was added. The printed ticket will only show price of 6.06 it will not show a tax.


Setup Your Tax Template for every item except Liquor and Beer by using Mapping

Setup an Order Tag Group

Tickets > Order Tags

Select Add Tag Price to Order Price
Select Tax Free (Thought this shouldn’t matter)

Setup an Order Tag by clicking Order Tag List

Set Price to 0.00
Save the Order Tag group no mapping required.

Setup a Tag Order action

For Order Tag Name select the Order Tag Group you just made
For rest of the action enter the variables as shown in screenshot.

Setup an Order Added to Ticket rule

Constraint should equal your Liquor and Beer Menu Item Code
Add your action you just made.

Tax Name should be your Order Tag Name
Tag Note is optional its if you want to show something next to the tag in the Ticket Screen I used it to show the Tax Amount.
For Tax Amount use this expression:

[=F(TN('{PRICE}') * 0.0825),0.00]  where 0.0825 is replace it with your tax rate %

Setup an Account Transaction Type for Liquor Tax

It should be setup the same as your transaction type for your Sales Tax just set the name of it as Liquor Tax or whatever you want to name it.

Setup Create Account Transaction action

Name should be the name of the Transaction Type you just made
Amount should be the variable shown in screenshot.

Setup a Payment Processed rule

Put your action you just made inside this rule and for Amount use this:

{ORDER TAG TOTAL:Sales Tax}

Thats it your done.

Cool thing about this method is it will track Liquor tax along with your other Sales taxes.

Finally edit your Printer Template

You may want to edit your printer Template so it excludes the Tax Order Tag from showing. To do this simply add this line to bottom of your template:

[ORDER TAGS:Sales Tax]

If you want the tax to show then set something like

[ORDER TAGS:Sales Tax]
<J00>{ORDER TAG NAME}  {ORDER TAG NOTE}

Might look like this:

With tax showing:

           Moore's Dairy Creme            
      Owner Jesse And Melissa Parker      
            ( xxx ) xxx - xxxx            
Ticket# 12      OP# 0001   TE# 1   TR# 411
                                          
 1 Grilled Chicken Salad              6.06
Sales Tax  $0.46
 1 Dr Pepper.Medium                   1.55
                         Subtotal     7.61
                                          
        State Sales Tax  6.50 %       0.10
       County Sales Tax  1.75 %       0.03
                           Total      7.74
                       Cash Tend     20.00
                      Change Due     12.26

              # ITEMS SOLD 2              

       TC# 4408 6665 1314 7079 2487

Without Tax Showing:

           Moore's Dairy Creme            
      Owner Jesse And Melissa Parker      
            ( xxx ) xxx - xxxx            
Ticket# 12      OP# 0001   TE# 1   TR# 411
                                          
 1 Grilled Chicken Salad              6.06
 1 Dr Pepper.Medium                   1.55
                         Subtotal     7.61
                                          
        State Sales Tax  6.50 %       0.10
       County Sales Tax  1.75 %       0.03
                           Total      7.74
                       Cash Tend     20.00
                      Change Due     12.26

              # ITEMS SOLD 2              

       TC# 4408 6665 1314 7079 2487
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