Taxes
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
- Log in to the Eats365 POS.
- At the top left, tap Settings
.
- Under Settings, tap Taxes.
- On the left panel, select Tax Type. Then, at the top right, tap Add Tax Type.
- Enter the Tax Type Name and Tax Rate.
- Select the type of service where you want to apply the Tax Type. You can choose from Dine-In, Takeout, or both.
- 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.
DeleteMerchant Portal (Classic Theme)
- Log in to the Merchant Portal.
- On the left panel, click on Taxes, then select Tax Type.
- At the top right, click on +Tax Type.
- Enter the Tax Type Name and Tax Rate.
- Select the type of service where you want to apply the Tax Type. You can choose from Dine-In, Takeout, or both.
- 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.
DeleteMerchant Portal 2.0
- Log in to the Merchant Portal.
- On the left panel, click on Taxes, then select Tax Type.
- At the top right, click on Add Tax Type.
- Enter the Tax Type Name and Tax Rate.
- 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. - 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.
DeleteSet up a Tax Group
To set up a Tax Group, follow the steps below:
Eats365 POS
- Log in to the Eats365 POS.
- At the top left, tap Settings
.
- Under Settings, tap Taxes.
- On the left panel, select Tax Group. Then, at the top right, tap Add Tax Group.
- Enter the Tax Group Name.
- Next to the Tax Type that you want to include in the Tax Group, tap the checkbox
.
- 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. - At the top right, tap Save to confirm.
Merchant Portal (Classic Theme)
- Log in to the Merchant Portal.
- On the left panel, click on Taxes, then select Tax Group.
- At the top right, click on +Tax Group.
- Enter the Tax Group Name.
- Select the Tax Type that you want to include in the Tax Group.
- 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 Expandthen select the Items that you want to include.
- At the top right, click on Add to confirm.
Merchant Portal 2.0
- Log in to the Merchant Portal.
- On the left panel, click on Taxes, then select Tax Group.
- At the top right, click on Add Tax Group.
- Enter the Tax Group Name.
- Select the Tax Type that you want to include in the Tax Group.
- 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 Expandthen select the Items that you want to include.
- At the top right, click on Save to confirm.
Manage Tax Type
Eats365 POS
Edit a Tax Type
To edit a Tax Type, follow the steps below:
- Log in to the Eats365 POS.
- At the top left, tap Settings
.
- Under Settings, tap Taxes.
- On the left panel, select Tax Type. Select the Tax Type that you want to edit.
- Update the Tax Type.
- At the top right, tap Save to confirm.
Delete a Tax Type
To delete a Tax Type, follow the steps below:
- Log in to the Eats365 POS.
- At the top left, tap Settings
.
- Under Settings, tap Taxes.
- On the left panel, select Tax Type. Select the Tax Type that you want to delete.
- 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.
Merchant Portal (Classic Theme)
Edit a Tax Type
To edit a Tax Type, follow the steps below:
- Log in to the Merchant Portal.
- On the left panel, click on Taxes, then select Tax Type.
- Next to the Tax Type that you want to edit, click on Edit
.
- Update the Tax Type.
- At the top right, click on Save to confirm.
Delete a Tax Type
To delete a Tax Type, follow the steps below:
- Log in to the Merchant Portal.
- On the left panel, click on Taxes, then select Tax Type.
- Next to the Tax Type that you want to delete, click on Delete
. A prompt appears to confirm if you want to delete it.
- 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.
Merchant Portal 2.0
Edit a Tax Type
To edit a Tax Type, follow the steps below:
- Log in to the Merchant Portal.
- On the left panel, click on Taxes, then select Tax Type.
- Next to the Tax Type that you want to edit, click on Edit
.
- Update the Tax Type.
- At the top right, click on Save to confirm.
Delete a Tax Type
To delete a Tax Type, follow the steps below:
- Log in to the Merchant Portal.
- On the left panel, click on Taxes, then select Tax Type.
- Next to the Tax Type that you want to delete, click on Delete
. A prompt appears to confirm if you want to delete it.
- 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.
Manage Tax Group
Eats365 POS
Edit a Tax Group
To edit a Tax Group, follow the steps below:
- Log in to the Eats365 POS.
- At the top left, tap Settings
.
- Under Settings, tap Taxes.
- On the left panel, select Tax Group. Select the Tax Group that you want to edit.
- Update the Tax Group.
- At the top right, tap Save to confirm.
Delete a Tax Group
To delete a Tax Group, follow the steps below:
- Log in to the Eats365 POS.
- At the top left, tap Settings
.
- Under Settings, tap Taxes.
- On the left panel, select Tax Group. Select the Tax Group that you want to delete.
- 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.
Merchant Portal (Classic Theme)
Edit a Tax Group
To edit a Tax Group, follow the steps below:
- Log in to the Merchant Portal.
- On the left panel, click on Taxes, then select Tax Group.
- Next to the Tax Group that you want to edit, click on Edit
.
- Update the Tax Group.
- At the top right, click on Save to confirm.
Delete a Tax Group
To delete a Tax Group, follow the steps below:
- Log in to the Merchant Portal.
- On the left panel, click on Taxes, then select Tax Group.
- Next to the Tax Group that you want to delete, click on Delete
. A prompt appears to confirm if you want to delete it.
- 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.
Merchant Portal 2.0
Edit a Tax Group
To edit a Tax Group, follow the steps below:
- Log in to the Merchant Portal.
- On the left panel, click on Taxes, then select Tax Group.
- Next to the Tax Group that you want to edit, click on Edit
.
- Update the Tax Group.
- At the top right, click on Save to confirm.
Delete a Tax Group
To delete a Tax Group, follow the steps below:
- Log in to the Merchant Portal.
- On the left panel, click on Taxes, then select Tax Group.
- Next to the Tax Group that you want to delete, click on Delete
. A prompt appears to confirm if you want to delete it.
- 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.