Taxes
Table of Contents
Manage Tax Invoice preferences (Taiwan)
Learn how to set up your preferred settings for Tax Invoice on the Merchant Portal and Eats365 POS.
In this article, you’ll learn how to set a default tax type for your restaurant and set specific tax types to menu Items, generate Invoice Numbers, and configure a printer to print tax invoices.
Tax types
Set your restaurant’s default tax type, or set an Item’s tax type if they’re an exception to the restaurant’s default tax type. There are three tax types that you can choose from: Taxable (TX), Zero Tax (TZ), and Tax Free (TF). To learn about these tax types, refer to Taiwan’s taxation policies.
Restaurant Tax type
To set your whole restaurant’s default tax type, follow the steps below:
- Log in to Merchant Portal.
- On the left panel, click on Restaurant Settings.
- Select Basic Information, then Restaurant Information.
- Under Tax Type, click on the drop-down arrow and select the applicable Default Tax Type.
- Click on Save to confirm.
Item Tax type
If an Item is an exception to the default tax type that you’ve set for the whole restaurant, you can set the Tax Invoice type that’s specific to the Item.
To specify an Item’s Tax Invoice type, follow the steps below:
Eats365 POS
- Log in to the Eats365 POS.
- At the top left, tap Settings .
- Under General, tap Menu Setup, then select Item.
- Select the Item that you’d like to set the Tax Invoice type for.
- Next to Item Tax Type, click on the drop-down arrow and select the applicable Item Tax Type.
- At the top right, tap Save.
Merchant Portal (Classic Theme)
- Log in to Merchant Portal.
- On the left panel, click on Menu Setup, then Item.
- Select the Item you’d like to set the Tax Invoice type for.
- Next to Item Tax Type, click on the drop-down and select the applicable Item Tax Type.
- Once done, scroll to the top and click on Save at the top right.
Merchant Portal 2.0
- Log in to Merchant Portal.
- On the left panel, click on Menu Setup, then Item.
- Select the Item you’d like to set the Tax Invoice type for.
- Next to Item Tax Type, click on the drop-down and select the applicable Item Tax Type.
- Once done, scroll to the top and click on Save at the top right.
Generate Invoice Number
Before you can get Invoice Numbers on the POS, you must first generate Invoice Numbers on the E-Invoice Platform’s portal. Then, once the Invoice Numbers have been generated, you can generate Invoice Numbers using the POS to import the Invoice Numbers from E-Invoice Platform and use them on transactions. To get Invoice Numbers, follow the steps below:
- Log in to the Eats365 POS.
- At the top left, tap Settings .
- Under Settings, tap e-Invoice.
- Under Invoice Number, tap Get Invoice Number. This generates 50 Invoice Numbers you can use for transactions.
- To get a reminder on the POS when the available Invoice Numbers is running low, enter your preferred number in the Remaining Reminder field. For example, if you set this to “20,” the POS will remind you to generate a new set of Invoice Numbers once it detects that there are only 20 or below Invoice Numbers available.
Once created, newly-generated Invoice Numbers will appear under Remaining Invoice Number.
Set a printer to print Tax Invoice
To configure a printer to print Tax Invoice, follow the steps below:
- Log in to the Eats365 POS.
- At the top left, tap Settings .
- Under General, tap Printer Setup, then choose a connected printer.
- Set the Printer Paper Width to 58mm.
- Under Supported Printing Types, place a check mark beside Bill/Receipt, then select Tax Invoice.
- At the top right, tap Save to confirm.