A Complete Guide to Taxes and Tax Groups in Menu Management

 The Taxes section in Menu Management is designed to help you organize and manage all tax-related settings for your business. 

In this section, you can create individual taxes (such as Sales Tax or Liquor Tax) and group them into Tax Groups, which can then be applied to menu items. This structure gives you flexibility and ensures your menu items are taxed correctly and consistently.

What Are Taxes?

Taxes are the individual tax rates you charge on menu items.
Examples include:

- Sales Tax (8%)

- Meals Tax  (5%)

- City or local-specific taxes

Each tax is created with its own name, rate, and type (Additive or Inclusive).

You will combine certain taxes into one Tax Group later.

How to Create a Tax

1. Open the Table Needs 2 app on your POS or iPad.

2. Go to Menu Management.

3. Select Taxes.

4. Tap New Tax.

5. Enter the Tax Name (e.g., “Sales Tax”).

6. Choose the Tax Type (Additive or Inclusive).

7. Enter the Tax Rate.

8. Save your new tax.

Your new tax will now be available to include in a Tax Group.

How to Create a Tax Group

1. In the Taxes section, select Tax Groups.

2. Tap New Tax Group.

3. Enter the Group Name (e.g., “Alcohol Tax Group”).

4. Group description is optional

5. Select which individual taxes you want included in this group under associations.

6. Save the group. To apply the tax group to your menu items, follow the next steps.

This Tax Group can now be assigned to categories, menus, or individual menu items depending on your configuration.

How to Apply Menu Items to a Tax Group

1. In the taxes section of menu management, click on edit tax group.

2. Scroll to the associations section located at the bottom. Move your desired menu items into the tax group.
3. Once finished, tap save.

All assigned menu items will now use the tax settings from this group.