Configure and review tax controls
Settings → Business settings → Taxes. For the authorised accounting/tax
reviewer. This guide describes product controls, not which treatment is correct
for the restaurant's goods, location, registration, or date.
- Use Add tax rate, or a country template as an unsaved starting point.
- Enter Name, Report identifier and Rate. A tracked zero rate differs from
assuming unknown or exempt treatment is zero.
- Choose Included in price or Added at checkout and review the effect
on displayed prices and totals.
- Choose All except exclusions or Selected only. They have opposite
default meanings; review existing rules before changing strategy.
- Add charge-family, category/item, location and order-type targets where
applicable. Check included targets versus exclusions, not only the rate name.
- Inspect Review effective treatment, then save and verify the intended
order, booking charge and document through an agreed safe test process.
Review before saving
Changing strategy can reverse what matching rules mean. Read the confirmation
and preview rather than blindly retaining the old targets. Missing rule choices
can mean locations/categories/items failed to load; Retry while preserving
existing settings instead of saving an empty replacement.
The current preview distinguishes original-charge refunds, deposit credits, and
gift-card timing. Gift-card mode is configured separately in gift-card settings;
this page determines configured rates/targets. Do not infer legal treatment
merely from the product label or use a new rule to hide an incorrect historic
transaction.
Country templates are drafts, not compliance approval. Validate the applicable
treatment with the responsible adviser and tax authority. For UK rates, use
GOV.UK VAT guidance; rates depend on the actual
goods/services. Do not apply another country's or business's template by
default.
Review reported tax through order/receipt and daily reports,
including missing historic details and refunds. A displayed tax breakdown is not
by itself a filed return or proof of payment to the authority.
After an uncertain save, reopen the existing rate/targets before repeating.
Escalate with business, rate, intended scope, relevant transaction/document,
observed treatment and exact error; keep financial records within authorised
access.