Add tax rates and classes

A tax rate is one part of tax, such as VAT, or a state or city rate. A tax class sets which rates apply to a product, and when.

Who can do this: You need to be an owner, admin or manager to do this.

Add a tax rate

1. Choose Products, then the Tax tab.
2. Under Tax rates, choose New tax rate.
3. Enter its Name and Rate (%), and choose its Kind, such as VAT.
4. Choose where it Applies across, such as The country.
5. Enter the Receipt label and your Registration number.
6. Choose Add the rate.

Make a tax class

1. Under Tax classes, choose New tax class.
2. Enter its Name.
3. For each rule, choose when it applies, such as Eaten in or Taken away, and its rates. Use Add a rule for another.
4. Choose Save the class.

The first matching rule applies. The last, Otherwise (any order), covers everything else.

Check what the till will charge

Choose Try beside a class. Enter a Price, choose an Order type, then choose Work it out. You see the net, tax, total and the rule used.

Eat in or takeaway at the till

If any product has a class whose rate depends on the order type, the till shows Order type in the sale. Choose it before you charge so the right rate applies. Set the register’s usual type under A new order is in its settings.

Archive a rate or class

Choose Archive beside it. Past sales keep the tax they were sold with.