Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Configuration

Tax Types are first added created in ECM > Financial > Tax Types.  

...

These tax types will then be available to be applied to menu items. 

Image Added

Apply taxes to menu item

  • To apply the taxes to a menu item, click the Taxes tab, then select all that apply. 
  • Taxed for Takeout - Flag Select this option if the item is eligible to be taxed for Takeout

Tax Exemptions

To exempt a site from a specific tax

...

:

  • Click Add Tax Exemption.
  • Select a site from the dropdown list. 
  • Select the Tax Type that will to be exempted from the site from the dropdown list. 
  • Both Site and Tax Type are required fields.

Image Removed  Image Removed

  • After completing the record, click
  • Click Save changes to save , or Cancel changes to canceldiscard changes to tax exemptions.

Image Added

To delete a tax exemption: 

  • Click Delete.
  • Click OK on the confirmation message.
  • The tax exemption will be deleted from the menu item and will no longer apply. 

To save the work on the Taxes tab, click Apply to save and remain on the page, or click Save to save and close the page. Click Cancel to close the page without saving