Configuring HQ Tax Groups

Overview

Tax Groups enable HQ Sites to apply Tax Rules and Rates to a group of Sites that share the same tax jurisdiction. This enables HQ Sites who work with Master Item easier tax management from the HQ level. 

If a Site is part of an HQ but does not use Master Items, HQ Tax Groups are not relevant

Follow the steps below to learn how to configure HQ Tax Groups.

Add the Tax Rate

1. From the HQ Site go to Menu > Tax Rates

   

Add the relevant Tax Rate, including its name, type, and the rate itself. Then select Save
The names of the Tax Rates should align with the relevant tax jurisdiction, ex: TX, FL, or CA

Create a Tax Rule

1. Go to Menu > Tax Rules > select Add Rule + in the top right of the screen

   

Enter a name for the Tax Rule and attach specific Items or Menus to the Rule. Select Save

Create a Tax Group

1. Go to Menu > Tax Groups > select + Create Group in the top right of the screen

   

2. Enter a name for the Tax Group and select the Sites to add to this group.
   Each Site can only be assigned to one Tax Group

   

3. Select the Tax Rules to apply to the Tax Group
   Typically all Tax Rules are applied to the selected Tax Group

   

4. Finally select the Tax Rates to assign to the Tax Rule within the Tax Group

   

5. Select Save

   

6. Tax Groups must be published to activate them. Select Exit and then select Publish on the Tax Groups page to complete the process

   

7. Now the Tax Group has been added

   

All Sites working with HQ Tax Groups must still configure the following at the local Site level, using Tax Rates and Rules inherited from the HQ level:

• Auto Gratuity: Any Tax Rule needed for Auto Gratuity at the Site level needs to be added at the Site level using a Tax Rule inherited from the HQ level

• Fees: Any Tax Rule needed for Fees at the Site level needs to be added at the Site level using a Tax Rule inherited from the HQ level

• Third Party Platforms: Any Tax Rate needed at the site level needs to be added at the Site level using a Tax Rate inherited from the HQ level

• Local Items: All local Items will be required to have Tax Rules added at the Site level using a Tax Rule inherited from the HQ level