Tax Management

Use Tax Management to define tax rates (percentages) and tax groups that link those rates to products, categories, order types, surcharges, and more at each location.

Recommended setup order

1. Overview - you are here.
2. Tax Rates - create percentage rates (for example GST 18%).
3. Tax Groups - assign rates to menu items and charge types per location.

Tax Rates

Menu path: Tax Rates

Create individual tax rates with name, percentage, optional country/state, and active status. Groups reference these rates.

Full guide: Tax Rates.

Tax Groups

Menu path: Tax Groups

Bundle a tax rate with what it applies to at a location — products, categories, order types, deals, or whole-order charge types (surcharge, service, delivery). Supports inclusive/exclusive and tax-exempt rules.

Full guide: Tax Groups.

Tips

• Create rates before groups — each group picks one rate (unless Tax Exempt).
• Changing live tax rules can affect open orders and reports — test a sale on POS after edits.
• Pick Location first on a tax group — entity pickers stay disabled until a location is selected.