Tax Rates and Tax Groups

Tax Per Item

By default, Taxes are applied to the venue via Tax Levels. The tax applies to all items within a Vendor. Tax Per Item is a change made to the venue that allows for a tax to be added to each item.

Note: Enabling 'Tax Per Item' makes sweeping changes to the venue and cannot be disabled. Please reach out to appetize support via email (support@appetize.com) to enable as this can only be turned on by Appetize.

Tax Levels vs. Tax Rates in Connect  

• If the venue has not enabled Tax Per Item, 'Tax Groups' and 'Tax Levels' will be visible in the 'Options' tab in Connect. 
• If the venue has Tax Per Item enabled,'Tax Groups', 'Tax Rates', and 'Tax Levels' will be visible in the 'Options' tab in Connect.

How does Tax Per Item work?

When Tax Per Item is enabled, Tax Rates can be set up and assigned to a Tax Group.

1. Login to Connect and select 'Options' from the left side menu. 
2. Click on 'Tax Rates' from the 'Options' drop-down menu
3. Select 'Create' to make a new rate. 
4. Enter the information required.
5. Hit Save and the Tax Rate will be created. 
   • Name: Name of the Tax Rate.
   • Code: Optional, to be used for reporting purposes. 
   • Tax Rate: Amount of the tax (example, 8 for 8%)
   • Tax Type: Inclusive/Exclusive (see below for details)
   • Status: Active or Inactive
   • Value Type: Percentage or flat rate.
   • Threshold Logic: Full or not set (if the threshold is active)
   • Threshold: Minimum amount of the order for the tax to apply 

Inclusive vs Exclusive Tax

There are two different kinds of tax applied to orders. 

• Inclusive - Tax is part of the price of the item.
• Exclusive - Tax is NOT part of the price of the item and is calculated upon checkout.

Taxes and the Items Tab

In Connect, taxes can be applied to specific Items. 

1. Login to Connect and select 'Items' from the left side menu and 'Items' again from the collapsed menu.
2. Search for and select the item that needs to be edited.
3. Go to the 'Taxes' tab and apply the appropriate Tax Rate or Tax Group Settings. 

Tax Groups 

Tax Groups can be created and applied on a Vendor level once the Tax Rate is active. To create a Tax Group:

1. Login to Connect and select 'Options' from the left side menu. 
2. Click on 'Tax Groups' from the 'Options' drop-down menu
3. Select 'Create' in the top right.
4. Enter the information required.
5. Hit save and the Tax Group will be created. 
   • Name: Name of the Tax Group
   • Code: Optional, to be used for reporting purposes
   • Status: Active or Inactive

Applying a Tax Rate to a Tax Group 

Once the Tax Rate and Tax Group have been created, the Tax Rate can be applied within the Tax Group settings. 

1. Login to Connect and select 'Options' from the left side menu. 
2. Click on 'Tax Groups' from the 'Options' drop-down menu
3. Select the Tax Group and click on the 'Assigned Tax Rates' tab.
4. Click on 'Add Tax Rate' and a pop up will appear.
5. Assign the appropriate Tax Rate. 
6. It will appear as the assigned tax rate in the list under the 'Assigned Tax Rate' tab for that Tax Group.

Taxes in Vendor Roles 

In Connect, taxes can be applied to a Vendor Role so the tax will apply to the associated Vendors. 

1. Login to Connect and select 'Options' from the left side menu. 
2. Click on 'Vendor Role' from the 'Options' drop-down menu.
3. Choose the vendor role that needs to be edited.
4. Select the 'Tax Group' tab and click the 'Assign Tax Group' button.
5. Assign a Tax Group to the Vendor Role and it will apply instantly.