Tax rules are used to calculate tax and service charges on sales and purchase items, each item is assigned 1 or more rules (up to 4).
There are two classifications for tax rules:
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Inclusive - where the tax value is calculated based on the item price
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Exclusive - where the tax value is calculated based on the ordered items and will be displayed separately to included values
Examples
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VAT
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12.5% Service
Tax Topics
Adding New Inclusive Tax Rules
Follow these steps to add a new inclusive tax rule:
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Click Add | select Inclusive Tax Rule
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Enter the following details, Main Name | Aztec Name | Rate
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Click Add
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Set any additional fields as required, Description | Applies To | Apply by Default
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Click Save
Adding New Exclusive Tax Rules
Follow these steps to add a new exclusive tax rule:
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Click Add
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Enter the following details, Main Name | Aztec Name | Rate
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Click Add
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Set any additional fields as required, Description | Applies To | Apply by Default
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Configure the Service Charge Settings (optional) | if required with a PMS interface set the hotel division
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Set if the button name should be based on the portion or overridden in the POS button text
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Click Save
Editing Tax Rules
Follow these steps to edit a tax rule:
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Select the required rule
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Update any fields as required | click Save
Searching Tax Rules
Follow these steps to search for a tax rule:
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In the list section click into the search
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Enter the search term, press <enter> or click the search icon, the results will be displayed matching the search term including any mid-word matches
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To remove the search click the remove search icon
Viewing History
Follow these steps to view the history of a tax rule:
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Select the History tab
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By default todays history is initially displayed, adjust the date selection to choose either
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1M - last 1 month of changes
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3M - last 3 months of changes
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Custom - date range picker
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History will be displayed with the following information
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Date & Time
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User
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Action
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Version (each update / save of record will receive a new version number)
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Expanding a version row will display the Field Name with Before and After information
Field Settings & Information
Tax Details
The details section allows you to set the main configurable information for tax rules.
| Field | Description |
|---|---|
| Main Name | Main tax rule name used across the platform - 25 characters |
| Aztec Name | Shorter tax rule name used by Aztec - 10 characters (inclusive) 28 characters (exclusive) |
| Description | Description of the tax rule - 250 characters |
| Applies To |
Applies to can be set to either "Sold Goods" or "Purchased and Sold Goods" Purchased Goods - items sold through a POS sales channel Purchased and Sold Goods - items sold through a POS sales channel and purchased through Aztec Purchasing |
| Rate | Percentage rate value that will be applied |
| Apply by Default | When enabled the tax / service will automatically be applied when an item is sold |
| Inclusive Tax Rule to Apply |
Service Charge
The service charge section allows you to set the main service charge information for tax rules.
| Field | Description |
|---|---|
| Service Charge | When enabled this rule will be treated as a service charge |
| Open Service Charge | When enabled this will set the rule to be an open service |
| Hotel Division | When a rule is enabled and if a PMS interface is in use a hotel division can be assigned for correctly charge service to the PMS |
POS Display Details
The POS display details section allows you to set the button name that will be shown in Aztec.
| Field | Description |
|---|---|
| Aztec Button Name | The name of the portion used on Aztec POS terminals |
| POS Button Text | The override name of the portion if set to manually configured |