Create Tax Categories

Tax Categories are used to group taxes together for reporting purposes. All taxes need to belong to a tax category, so at least one tax category must exist in the Maitre'D database.

Examples of common tax categories:

• Federal Tax

• Provincial Tax

• State Tax

• Liquor Tax

• Food Tax

Follow these steps to create tax categories:

1. Logon to the Maitre’D Back-Office with appropriate credentials. (Distributor or System Owner)

Maitre'D Logon Screen

1. Start the Point of Sale Control module.

Back-Office Icon - Point of Sale Control

1. Click on the Payments menu and select the Tax Category... option.

Payments Menu - Tax Category

1. The list of existing tax categories will be displayed.

Tax Category List

Button - Modify

Select an existing Tax Category and click the Modify button to change its description.

Button - Add

Click the Add button to create a new Tax Category.

Button - Print

Click the Print button to generate a report with the complete list of Tax Categories, which can then be printed.

Button - Close

Click the Close button to close the list and return to the Point of Sale Control module.

1. When you click Add to create a new Tax Category or Modify to edit an existing one, the properties are displayed:

Tax Category Description

Description

Type a meaningful name for this Tax Category. (Up to 20 characters)

Button - OK

Click OK to save changes and exit.

Button - Delete

Click Delete to remove this Tax Category and exit.

Button - Cancel

Click Cancel to exit without making any changes.

1. The new Tax Category will appear in the list.

Tax Category List

Once all required Tax Categories are created, close this window using the Close button.

IMPORTANT! Every tax that will be created needs to belong to a Tax Category. Therefore, at least one Tax Category must exist in the Maitre'D Database.