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Configuring Tax & Rates

Set up tax names, rates, and inclusion rules under Finance Tax and Rates for sales and other taxes.

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On this page

Configure Tax & Rates so invoices and reports use the correct tax names and percentages for your restaurant.

Before you start

  • Know which sales or other taxes apply in your location.
  • Decide whether prices are tax inclusive or exclusive for each rate you maintain.

Open Tax & Rates

  1. Open Finance > Tax & Rates.
  2. Add or edit tax names and percentages to match your compliance needs.
  3. Save changes before posting new sales so later invoices and tax reports stay consistent.

Use only the fields shown on your Tax & Rates page. After setup, tax-period documents such as Sales Register and VAT Summary Report are available from Reports.

What happens next

Generate tax and accounting statements from Generating Financial and Tax Reports once rates are in place.