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Configuring percent rates

  1. Access the Toast administration back-end.

  2. Choose Menus > Menu management > Tax rates setup to open the Tax rates page.

  3. Click + Add Tax Rate.

  4. In the Basic section of the New tax rate page, enter the configuration for the basic percent tax rate:

    • Name: Enter a name for the tax rate, such as State Tax.

    • Target: Specifies the location in a restaurant group to which this tax rate applies. (This control is visible only if you have the enterprise module.) For information about targets, see Targets.

    • Owner: Specifies which group level permission is needed to edit this tax rate. (This control is visible only if you have the enterprise module.) For information about owners, see Owners and permissions.

    • Import ID: Leave this field blank. It is for internal use only.

    • Type: Select Percent.

    • Rate: Enter the tax percent value to be charged. The rate must be between 0.0 and 100.0, inclusive.

    • Default: Select Yes to have the tax rate inherited by menus and menu items that are configured to inherit tax rates or select No to disable tax rate inheritance (for this setting, menus and menu items that do not inherit tax rates must be configured with specific tax rates).

  5. In the Take Out Tax section, you can optionally configure a take out tax rate:

    • Enable Take Out Tax Rate: Select Yes to create a takeout tax rate for orders using a dining option with the Take Out behavior. If you do not want to create a takeout tax rate, select No, charge the rate configured above for all dining options.

    • Takeout Tax Rate: If you have enabled a takeout tax rate, enter the tax percent rate to be charged for takeout orders. The rate must be between 0.0 and 100.0, inclusive.

  6. In the Advanced Settings section, select one of the four rounding options for this tax rate.

  7. You can test the percent tax rate with the Calculate Your Tax calculator. Enter any dollar amount in the Menu Item Price field and click Calculate. The system uses your configured percent tax rate to calculate the sales tax that is shown in the Tax Applied field, as shown in the following example. (Note that the calculator does not work with takeout tax rates).

    Testing the Tax Rate with the tax calculator.
  8. Save and publish your changes.