Taxes (HQ)

Taxes should now be created in TRAY using the "Taxes" tab on HQ. 

Taxes can be accessed by navigating to your site and clicking on Taxes on the left-hand side.

Once you create a Tax Category here, any taxes set at the Category level will no longer be recognized or applied. Category taxes cannot be combined with the new taxation.

If a category is assigned to two tax rates, both tax rates will apply and stack.

Permission requirements: View Taxes, Add Taxes, Edit Taxes, Delete Taxes

TAXES

To add a tax category, navigate to your site and click the "Taxes" tab on the left-hand side. From there click "New Tax".

Click the “Save” button to save changes.

FIELD	DESCRIPTION
TAX CATEGORY NAME	Enter the name of the Tax Category.
REVENUE CENTERS	Select which revenue centers this Tax Category will be applicable for. Leaving this field blank will apply to all revenue centers.
PRODUCT CATEGORY	Select which categories this Tax Category will apply to.
ROUNDING OPTIONS	Round Up.  Round 5-UP-4-DOWN (8.564 would round to 8.56, 8.565 would round to 8.57). Round Down.
TAX PERCENTAGE	Enter the percentage applicable to this Tax Category.
DISPLAY ON RECEIPT	Allows the user to select whether or not the Tax Category is displayed on the guest receipt.

Once the information has been added or updated, you will need to Publish the information by using the blue “Publish” button at the top of the screen. Choose “Taxes” and then click the black “Publish” button.