Taxes

Maitre'D supports up to 10 different tax definitions. You might need to use different definitions in your area, if, for example, certain items are taxed differently: for instance, you might need one tax definition for food and another one for liquor. The Revenue Center / Divisions section allows to determine which tax definition will be used in each sales item division.

There are 2 ways to calculate tax:

Tax Rate: with this type of tax, Maitre'D calculates the tax based on a percentage rate.

Tax Table: with this type of tax, Maitre'D calculates the tax based on a table of subtotal amounts and their appropriate tax amounts.

Setup

Description

Type the description of the tax definition. The description field controls the grouping of taxes on reports. Some examples of description are "FOOD" and "LIQUOR", or "PROVINCIAL" and "FEDERAL".

Category

Select the Tax Category for this tax. Tax Categories are used to group taxes together for reporting purposes.

Fiscal Identification

Enter the VAT Entry number to use from the VAT Table of the OPOS Driver for Spark 617 TF in Russia.

Tax Type

Select the appropriate tax type for the Québec Sales Recording Module (SRM). If you do not use the Québec SRM, select the Undefined option.

Fixed Tax

Fixed Tax

This field is used to be able to apply a tax surcharge on a specific division, depending on your state tax rules and regulations.

Amount

Enter the fix amount of the tax surcharge.

Rate

Rate

Use the rate field if you are not using tax brackets. The tax laws of your state usually determine this field entry. Maitre'D only uses this rate when the Use tax table option is disabled.

Minimum Taxable

When using the tax rate or tax table, the minimum taxable field is the minimum amount on which the system will calculate tax. If the taxable sales total is less than the amount entered in the field, Maitre'D will not calculate tax on it. If the Inclusive option is enabled, this field is not used.

Special Mode Tax

Two or more revenue centers are identical with the exception of tax. An example is when the Dining Room revenue center is taxable, but the Carry Out revenue center is not.

NOTE: If you do not use this feature, select Undefined.

Upcoming

Use the three Upcoming rate fields if you expect a tax modification to occur in the near future. In the first field, type in the upcoming tax rate, in the second field, type in the new minimum taxable amount, and in the third field, type the accounting date at which the new tax rate will go into effect. Maitre'D will automatically apply the new rate at the predetermined date and replace the Minimum Taxable and Rate fields. You cannot use this field when you are switching from a tax table to a tax rate.

Tax Table

Use Tax Table

If you enable this option, Maitre'D will use a tax table to calculate tax; otherwise, Maitre'D will use a tax rate. Use the Tax Bracket option described below to create a tax table.

Repeat At

Enter the tax amount corresponding to the start of the repetitive cycle of the tax table. A repetitive cycle is when the range of cents taxed starts a consistent pattern. Maitre'D will repeat the tax brackets table starting with this tax amount, after the tax amount set in the Last Entry field below.

NOTE: You must have a value of at least 0.01 in this field, without reaching over to the amount entered in the Last Entry field below.

Last Entry

Enter the tax amount corresponding to the last position of the table to be filled. Maitre'D will repeat the tax brackets table after this tax amount, starting with at the tax amount set in the Repeat At field above.

NOTE: You can have a value of at most 1.00 in this field, without reaching under to the amount entered in the Repeat At field above.

Tax Bracket

Click this button to access the tax table. You will need the sales tax table from your state or local tax agency.

NOTE: Before entering tax bracket information, you must fill out the Minimum Taxable, Repeat At, and Last Entry fields.

Modify

Click this button after highlighting a tax level to modify its top amount. Start with the lowest Tax amount level, and finish with the first Tax amount level where the repeating pattern starts.

To

Enter the highest amount on which this tax level applies.

NOTE: As the biggest (To) amount of each tax level is entered, the lowest (From) amount of the next tax level is automatically set to this top amount plus one cent.

Options

Inclusive

Maitre'D uses this field with a tax rate, but not with tax tables. If you select this option, Maitre'D will include the tax on the check's item line, but it will separate the tax from the total at the bottom of the check as well as on the Back-Office reports. If this option is disabled, Maitre'D will not include the tax in the item's price. Here is an example of how the inclusive tax works. The check shows a tax of 10 cents on a soft drink that is priced at $2,00, as it appears on the item line. However, the Back-Office report will show that the item's actual price is $1.90 and the tax 10 cents (which amounts to the $2.00 found on the item line of the check). Therefore, when setting the price of the sales item, you will need to set the soft drink price at $2.00.

NOTE: Enabling or disabling the Inclusive option also automatically enables or disables the Tax before Quantity option.

Check Total

If you enable this option, Maitre'D will compare the total amount of all items on the check to the minimum taxable amount. Otherwise, Maitre'D will compare the total amount of all items associated with a tax to the minimum taxable amount.

NOTE: Normally this option is not used.

Rounding

Enable this option to round to the nearest cent. For example, 3.2 cents will be rounded to 3 cents, and 5.8 cents will be rounded to 6 cents. Otherwise, Maitre'D will cut off the last digits to form a whole cent. For example, 3.2 cents will be truncated to 3 cents, but 5.8 cents will also be truncated to only 5 cents.

Gross Method

This field applies to inclusive tax only. If this option is enabled, Maitre'D will use the gross method to calculate inclusive tax; otherwise, Maitre'D will use the net method to find out the inclusive tax. Here are a few examples of how the gross and net methods work. The Gross Method

The item price is $10.00. The tax is 7%. Maitre'D uses this formula to determine the tax: 10.00 * .07 = $ 0.70 The Net Method

The item price is again $10.00 and the tax is 7%. Maitre'D uses this formula to determine the tax: 10.00 - (10.00 /1.07) = $ 0.65

Separate Printout

If this option is enabled and more than one tax is applied to a check, Maitre'D will print each amount on a separate line along with a description. If it is disabled, Maitre'D will accumulate the total of all taxes and print the total on one line with the description "TAX". For Inclusive taxes, this option only determines wether the total included tax amount is printed or not.

NOTE: When there are multiple taxes applied to a check, and you only want one tax line to print, disable this option in each tax definition.

Tax Before Quantity

This field applies to inclusive tax only. If this option is enabled, Maitre'D will calculate the tax for a single item, and then multiply the tax by the quantity. If it is disabled, Maitre'D will calculate the tax but only after the price has been multiplied by the quantity.

NOTE: Enabling or disabling the Inclusive option also automatically enables or disables the Tax before Quantity option.

BC Soda Beverages Tax

Enable this option to activate the calculation method that is specific to the Soda Beverage tax applicable in the Canadian province of British Columbia. Enabling this option also allows the use of the BC Soda Benerages Tax options located in the Tax branch of each division.

Apply Tax On

Taxes the Tax

This option is effective only if 2 taxes apply on a division, and only for the tax defined in the Tax #2 field of that division.

If this option is enabled, Maitre'D will calculate the amount of the second tax based on the sales amount plus the first tax. For example, suppose you have to apply a federal tax then a state tax to sales items. If you enabled this option, Maitre'D will include the federal tax in the amount used to calculate the state tax. If this option is disabled, Maitre'D will only calculate the state tax using the sales amount.

Taxable Discount

Enable this option to calculate the tax before any discounts are applied on a check. If this option is disabled, taxes will be calculated on the discounted price.

Taxable Service

Enable this option to calculate the tax on service charges added to the check. If this option is disabled, the Service Charge will not be taxed.

NOTE: The Service Charge is configured in Point of Sale Control / Payments / Tips & Service... / [select revenue center] / Service.

Tax on Delivery Charges

Enable this option to calculate the tax on Delivery Charges added to the check. If this option is disabled, the Delivery Charge will not be taxed.

NOTE: The delivery charge is often considered as a service. In many jurisdictions, the delivery charge is affected by the same rules as a service charge. Delivery charges are configured in the Delivery module.

Tax on Charged Discounts

Enable this option to calculate the tax on charged discounts added to the check. If this option is disabled, the charged discounts will not be taxed.

NOTE: This option has no effect if the tax is inclusive.

Taxable Gratuity

Enable this option to calculate the tax on gratuity added to the check. If this option is disabled, the gratuity will not be taxed.

NOTE: The gratuity is configured in Point of Sale Control / Payments / Tips & Service... / [select revenue center] / Gratuity.