Enterprise - Tax Rates and Tax Groups

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Overview

There are many areas of Connect that require configuration to successfully apply and report taxes.

  • Tax Rate: Creating/Maintaining specific tax rates that can be used within Tax Groups or as an Item Level Tax.
  • Tax Groups: Add one or many Tax Rates that can then be applied to a group of stores/venues via Vendor Roles or Items
  • Vendor Role: Assign a Tax Group to each Vendor Role.  This will then apply the tax to each Vendor that has that Vendor Role assigned.
  • Item Tax Settings: Each Item can be set as Taxable or Non-Taxable and have specific tax rates or tax groups assigned. The item tax will override what is programmed within the vendor role tax.

Create Tax Rates

To access Tax Rates, navigate to the Items section of the Enterprise Connect Dashboard. 

  1. Once within Tax Rates, click on the Create button.
  2. Fill in the details for the Tax Rate.
    • Name:  Enter the name for this particular Tax Rate
    • Tax Rate:  Enter the Tax Rate (as a Percentage) within this field (Ex: 8.5, 7.654)
    • Tax Type: Determine if the tax will be Inclusive or Exclusive. 
      • Inclusive:  This will include the tax within the price of an item so each item should have tax built into the cost.
        • Example: Item price is $2.00; tax rate is 10%. The subtotal of the order would be $2.00, with tax showing as inclusive $0.18 for reporting purposes.  Total Order = $2.00
      • Exclusive:  This takes the calculated tax and adds to the item/order cost.
        • Example: Item price is $2.00; tax rate is 10%. The subtotal of the order would be $2.00, with tax added as exclusive $0.20 for reporting purposes. Total Order = $2.20
    • Code:  Optional, to be used for reporting purposes.
    • Value Type
      • Percentage: Configures Tax Rate to act as a Percentage.
      • Flat: Configures Tax Rate to act as a Flat Dollar Amount.
      • Table: Create a new tax table by filling in the rows that populate once selected. 
        • Start: The lower range value of a sales amount. It can only be a positive dollar value that does not already exist within a range on the table.
        • End: The higher range value of a sales amount. It can only be a positive dollar value that does not already exist within a range on the table.
        • Tax Owed: The tax that is owed for the start and end range. It can only be a positive dollar value that does not already exist within a range on the table. 
        • Repeated?: Designates whether a row is part of a repeating cycle. 
        • Add as many rows as needed for the Tax Table.

          Example_Tax_Table.jpg
    • Status: Active or Inactive
    • Threshold Logic: Select Full to add a Price Threshold. 
    • Price Threshold: The minimum subtotal of an order for tax to apply.
      • Only available if Threshold Logic is set to Full. 
    • Geo Tax: GeoTax is an inclusive tax type that allows users to apply a tax rate to a defined GeoFence.
      • This option is only available for Tax Per Item venues with iOS GPS enabled devices.
  3. Click on the Save button to finalize settings and create the Tax Rate.  

    image-2.png

Configure Tax Rates

Once a tax rate is created, it can be assigned to Venues, Hierarchies, and Items. 

  1. Click on the Tax Rate to edit. 



  2. Select the Assigned Venues tab.
  3. Click Add Venue and select Assign for each venue that will be utilizing the Tax Rate.
  4. Select the Assigned Hierarchy Nodes tab. 
  5. Click Assign Hierarchy Node and select Assign for each Hierarchy that will be utilizing the Tax Rate.
  6. Select the Assigned Items tab to view any items that are currently assigned to the Tax Rate. 
    • Note:  Items cannot be added to the tax rate here, they must be assigned by editing the Item.
  7. Select the History tab to view any changes made to the Rate. 
  8. Click Save to confirm any changes.

    Tax_Rate.jpg

Create Tax Groups

To access Tax Groups, navigate to the Items section of the Enterprise Connect Dashboard. 

  1. Click on the Create button to add a new Tax Group. 
    • Name:  Enter the Name of the Tax Group
    • Code:   Not required, but enter if needed for Reporting Purposes
    • Status:  Active or Inactive

Configure Tax Groups

Once a Tax Group is created, Tax Rates can be added and it can be assigned to Venues and Hierarchies.  

  1. Click on the Tax Group to edit.
  2. Select the Assigned Tax Rates tab.
  3. Click Add Tax Rate and select Assign for each tax that will be utilized in the Group.
  4. Select the Assigned Venues tab.
  5. Click Add Venue and select Assign for each venue that will be utilizing the Tax Rate.
  6. Select the Assigned Hierarchy Nodes tab. 
  7. Click Assign Hierarchy Node and select Assign for each Hierarchy that will be utilizing the Tax Rate.
  8. Select the History tab to view any changes made to the Rate. 

    Tax_Group.jpg

Vendor Role Settings

The Vendor Role has several Tax settings that can be configured. A Tax Group can be assigned to apply and record taxes for the transactions processing at the associated Vendors. 

To access Vendor Roles, navigate to the Vendor Roles button within the Location section of the Enterprise Connect Dashboard. 

Vendor_Roles.png

  1. Search for and select the Vendor Role to edit.
  2. Select the Taxes tab. 
  3. Click the Pencil icon next to a setting to edit. 
    • Apply Tax To Subtotal: Enable to apply the tax to the customer subtotal.
    • Apply Tax To Fee: Enable to apply tax to any fees added to this Vendor.
    • Apply Tax To Convenience Fee: Enable to apply tax to the convenience fee if required.
    • External Default Tax Value: Set to Inclusive or Exclusive. 

      Vendor_Roles_Taxes.jpg
  4. Select the Tax Group tab. 
  5. Click Assign Tax Group.
  6. Select Assign to add the Tax Group. 

    Vendor_Role_Tax_Group.jpg

Item Level Tax Settings

Tax Rates or Tax Groups can be assigned to Items that are taxed differently from the rest of the items at the Vendor. Items can also be Taxable or Non-Taxable.

Note: Taxes configured on the item will override the Vendor Role level taxes. 

  1. Click the Items icon under the Items section on the Enterprise Connect Dashboard. 
  2. Search for and select the item to edit.
  3. Select the Taxes tab.
    • Taxable 
      • Yes: If the item will be taxed
      • No: If the item is exempt from taxes.
      • This setting controls the taxable status of the Item even if there is not a specific Item Level tax assigned to it.
  4. Click Assign Tax Rate and select Assign for each tax that will be applied to the item.
  5. Click Assign Tax Group and select Assign for the group of taxes that will be applied to the item.

    Item_Taxes.jpg

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