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Table of Contents

Set up and manage taxes

Learn how to set up taxes which you can add to your menu Items on the Eats365 POS or on the Merchant Portal.

The Taxes settings allow you to set the type of tax that you can add to your menu Items. 

In this article, you’ll learn about the different settings included under Taxes and how to set up and manage those settings.

Taxes settings

There are two settings you must set up to add taxes to your Items: 

  • Tax Type - allows you to create a tax preset where you can define the tax rate. This setting is also where you can choose if the tax applies to Dine-in or Takeout.
  • Tax Group - allows you to group your Tax Type and apply them to an Item. 
    Note: You must set up your Tax Type first before you can create a Tax Group.

Set up a Tax Type

To set up a Tax Type, follow the steps below:

Eats365 POS

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings .
  3. Under Settings, tap Taxes.
  4. On the left panel, select Tax Type. Then, at the top right, tap Add Tax Type.
  5. Enter the Tax Type Name and Tax Rate.
  6. Select the type of service where you want to apply the Tax Type. You can choose from Dine-In, Takeout, or both.
  7. At the top right, tap Save to confirm.

Once created, you can add taxes to the Items listed under the type of service that you chose.

 Delete 

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Taxes, then select Tax Type.
  3. At the top right, click on +Tax Type.
  4. Enter the Tax Type Name and Tax Rate.
  5. Select the type of service where you want to apply the Tax Type. You can choose from Dine-In, Takeout, or both.
  6. At the top right, click on Add to confirm.

Once created, you can add taxes to the Items listed under the type of service you chose.

 Delete 

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Taxes, then select Tax Type.
  3. At the top right, click on Add Tax Type.
  4. Enter the Tax Type Name and Tax Rate.
  5. Select the type of service where you want to apply the Tax Type. You can choose from Dine-In, Takeout, or Catering.
    Tip: To make the Tax Type available for all service types, click on all the service types.
  6. At the top right, click on Save to confirm.

Once created, you can add taxes to the Items listed under the type of service you chose.

 Delete 

Set up a Tax Group

To set up a Tax Group, follow the steps below: 

Eats365 POS

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings .
  3. Under Settings, tap Taxes.
  4. On the left panel, select Tax Group. Then, at the top right, tap Add Tax Group.
  5. Enter the Tax Group Name.
  6. Next to the Tax Type that you want to include in the Tax Group, tap the checkbox .
  7. Next to the Product Type that you want to include in the Tax Group, tap the checkbox . 
    Tip: When you add a Product Type to a Tax Group, taxes would apply to all Items under the Product Type. To apply the Tax Group to specific items, next to the Product Type, tap the drop-down arrow and select the Items that you want to include.
  8. At the top right, tap Save to confirm.
 Delete 

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Taxes, then select Tax Group.
  3. At the top right, click on +Tax Group.
  4. Enter the Tax Group Name.
  5. Select the Tax Type that you want to include in the Tax Group.
  6. Next to the Product Type that you want to include in the Tax Group, click on the checkbox .
    Tip: When you add a Product Type to a Tax Group, taxes would apply to all Items under the Product Type. To apply the Tax Group to specific items, next to the Product Type, click on Expand  then select the Items that you want to include.
  7. At the top right, click on Add to confirm.
 Delete 

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Taxes, then select Tax Group.
  3. At the top right, click on Add Tax Group.
  4. Enter the Tax Group Name.
  5. Select the Tax Type that you want to include in the Tax Group.
  6. Next to the Product Type that you want to include in the Tax Group, click on the checkbox .
    Tip: When you add a Product Type to a Tax Group, taxes would apply to all Items under the Product Type. To apply the Tax Group to specific items, next to the Product Type, click on Expand  then select the Items that you want to include.
  7. At the top right, click on Save to confirm.
 Delete 

Manage Tax Type

Eats365 POS

Edit a Tax Type

To edit a Tax Type, follow the steps below: 

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings .
  3. Under Settings, tap Taxes.
  4. On the left panel, select Tax Type. Select the Tax Type that you want to edit.
  5. Update the Tax Type.
  6. At the top right, tap Save to confirm.
Delete

Delete a Tax Type

To delete a Tax Type, follow the steps below: 

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings .
  3. Under Settings, tap Taxes.
  4. On the left panel, select Tax Type. Select the Tax Type that you want to delete.
  5. At the top right, tap Delete to confirm. 
    Note: You won’t be able to delete a Tax Type that’s included in a Tax Group. Make sure to remove the Tax Type from the Tax Group first before you delete it. 
Delete
 Delete 

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

Edit a Tax Type

To edit a Tax Type, follow the steps below: 

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Taxes, then select Tax Type.
  3. Next to the Tax Type that you want to edit, click on Edit .
  4. Update the Tax Type.
  5. At the top right, click on Save to confirm.
Delete

Delete a Tax Type

To delete a Tax Type, follow the steps below: 

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Taxes, then select Tax Type.
  3. Next to the Tax Type that you want to delete, click on Delete . A prompt appears to confirm if you want to delete it.
  4. Click on Confirm. 
    Note: You won’t be able to delete a Tax Type that’s included in a Tax Group. Make sure to remove the Tax Type from the Tax Group first before you delete.
Delete
 Delete 

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

Edit a Tax Type

To edit a Tax Type, follow the steps below: 

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Taxes, then select Tax Type.
  3. Next to the Tax Type that you want to edit, click on Edit .
  4. Update the Tax Type.
  5. At the top right, click on Save to confirm.
Delete

Delete a Tax Type

To delete a Tax Type, follow the steps below: 

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Taxes, then select Tax Type.
  3. Next to the Tax Type that you want to delete, click on Delete. A prompt appears to confirm if you want to delete it.
  4. Click on Confirm. 
    Note: You won’t be able to delete a Tax Type that’s included in a Tax Group. Make sure to remove the Tax Type from the Tax Group first before you delete.
Delete
 Delete 

Manage Tax Group

Eats365 POS

Edit a Tax Group

To edit a Tax Group, follow the steps below: 

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings .
  3. Under Settings, tap Taxes.
  4. On the left panel, select Tax Group. Select the Tax Group that you want to edit.
  5. Update the Tax Group.
  6. At the top right, tap Save to confirm.
Delete

Delete a Tax Group

To delete a Tax Group, follow the steps below: 

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings .
  3. Under Settings, tap Taxes.
  4. On the left panel, select Tax Group. Select the Tax Group that you want to delete.
  5. At the top right, tap Delete to confirm. 
    Note: You won’t be able to delete a Tax Group that has Items included in it. Make sure to remove the Items from the Tax Group first before you delete them.
Delete
 Delete 

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

Edit a Tax Group

To edit a Tax Group, follow the steps below: 

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Taxes, then select Tax Group.
  3. Next to the Tax Group that you want to edit, click on Edit .
  4. Update the Tax Group.
  5. At the top right, click on Save to confirm.
Delete

Delete a Tax Group

To delete a Tax Group, follow the steps below: 

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Taxes, then select Tax Group.
  3. Next to the Tax Group that you want to delete, click on Delete . A prompt appears to confirm if you want to delete it.
  4. Click on Confirm. 
    Note: You won’t be able to delete a Tax Group that has Items included in it. Make sure to remove the Items from the Tax Group first before you delete them.
Delete
 Delete 

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

Edit a Tax Group

To edit a Tax Group, follow the steps below: 

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Taxes, then select Tax Group.
  3. Next to the Tax Group that you want to edit, click on Edit .
  4. Update the Tax Group.
  5. At the top right, click on Save to confirm.
Delete

Delete a Tax Group

To delete a Tax Group, follow the steps below: 

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Taxes, then select Tax Group.
  3. Next to the Tax Group that you want to delete, click on Delete. A prompt appears to confirm if you want to delete it.
  4. Click on Confirm. 
    Note: You won’t be able to delete a Tax Group that has Items included in it. Make sure to remove the Items from the Tax Group first before you delete them.
Delete
 Delete 
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