I’m trying to understand how to configure taxes in version 4 for sales tax. Here in Washington state we charge for sales tax on all food, but have the option to include our sales tax in beer and liquor purchases. I’m trying to:
(1) Charge 8.7% sales tax on all food item/product groups (Appetizers, Breakfast, etc…)
(2) Included taxes of 8.7% in current prices of beer/liquor food item groups (i.e. Beer, Liquor)
I saw previous tutorials that setup accounts, but it didn’t seem to be the same in V4.
Sorry, I have never used multiple taxes as UK only has VAT.
The mapping should allow you to set your different tax bands for food and alcohol.
This should be simple if a product has one tax or the other, am not sure if what your saying with ‘included in the price’ is that you have a alcohol tax included in the price and then a general sales tax on top of that (including the alcohol tax)…
Am probably wrong but if thats the case the built in tax feature may not do the whole job. I would gues (an again have not done multiple taxes) you might need to say use the built in tax for the proguct group taxes with price includes tax and then setup a calculation to add the overall sales tax (on the gross price of the products).
Sorry if this is not correct - it is my best guess from fairly limited tax setup knowledge as UK is simple so never gone too deep into it.
I think what he is saying is he wants Sales tax not included in prices of everything but beer and liquor. He wants beer and liquor to include the tax in the prices.
Couple ways to do this.
Setup a different Ticket Type for Beer and Alcohol and check Tax Included button. Drawbacks is you can ONLY use this ticket type for Beer and Liquor.
Setup a Tax Template for everything except Beer and Liquor and then use a system similar to the various Custom DIscount tutorials to calculate a tax for the Beer and Liquor which uses Order Tags. You simply check the Add tag price to order price option.
Option 2 will get you what you want but its more complicated setup. You can setup full accounting with it and it will work like a tax template.
All items should be tax at 8.7% sales tax (this is working fine). However, to the customer product groups “Beer” and “Liquor” should have the tax included to the customer.
I see the tax included option in the ticket, but I’m not sure if I can split this out somehow. The simplest solution I can think of is to just not charge any tax on the beer and liquor items and do it manually after the fact. However it would be nice if the system kept track of the liquor taxes even though its included in the price.
I’m confused, the only way to apply taxes to the transaction “tutorial wise” I’ve found online is by creating a account and adding a tax template. Is there a spot on Samba somewhere where I can simply put 8.7% tax on everything?
I want Samba to record the taxes collected (which it does with creating an account and tax template), but with items that are “tax included” which is beer and liquor I want the system to record the amount of tax per for these items by taking its price ($5.00 for instance) and record the proper amount of tax needed for that item in the tax account. The price to the customer should appear tax free.
So basically like I said earlier you want 8.7% tax for everything including Beer and Liquor but you want Beer and Liquor items to be tax included in the price however everything else you do not want Tax included in price?
Like @emre said I am also kind of wondering how that would look in a ticket
So, while the customer see’s .35 in tax the system should really report .61. Ideally I think this would be done with setting up an extra account and having a Beer/Liquor Tax Account and Food/General Tax Accountant.
The main reason for this is that my restaurant has a lounge/bar and customers in the US (especially Wa) are used to having tax included on their drinks. If its $5 that’s what they see as due, but in the background the business will be paying the taxes on that, they just generally raise the price of the drink a little.
My work around right now is to setup tax template for all items except for beer and liquor. The taxes will be short on the beer and liquor side because no taxes would be applied (but the ticket would look right).
Thanks @kendash. I’m glad I’m got it setup correctly for right now. I’ll look into custom discounts. Worse case scenario I just leave it as is and have to manually calculate taxes, which we would do anyways. I just like the system having the right number as well for double checking.