Tax Properties

The 'Tax' directory already contains all necessary information required to operate the Restaurant. Additional groups are not created manually. 

The Tax directory includes a list of all taxes used within the system:

The Property page contains the following property groups:

Main
Code – unique tax code. Assigned automatically but can be changed manually.
Name – name of the tax.
Status – tax status (Active, Inactive, Draft).
Complementary
Add to Price – this flag determines whether the tax amount will be added to the price or included in it.
If the flag is set, then the tax sum is not included in the price, and the price-list must indicate that the price excludes tax. If the flag is not set, then the price is indicated as "including tax".

For undistributed markups where the All Taxes Included flag is checked, regardless of the described flag, all taxes will always be inclusive.

Calc Separately – if this flag is set, tax calculation will be performed separately for each menu item. If the flag is not set, tax calculation will apply to the total sum of menu items.

Example.

Tax Rate: 20%. First menu item price: 150 rubles, second menu item price: 250 rubles.

  • Flag 'Calculate Separately' is Enabled.

Each menu item's tax will be calculated independently.
150 * (20\120) = 150*16,67%= 150*0,1667 = 25,005 r. (after rounding: 25.01 rubles)
250*0,1667=41,675 r. (after rounding: 41, 67 rubles)
Sum of tax equals 25, 01 + 41,67 = 66,68 rubles.

  • Flag 'Calculate Separately' is Disabled.

The tax will be calculated as follows:
150 + 250 = 400 rubles.
400*0,1667 = 66,68 rubles.
Tax accounting in R-keeper must correspond to tax accounting in the fiscal register.
Enable the 'Calc Separately' flag only if the fiscal register performs tax accounting by individual menu items.

Ignore Other Taxes – if this flag is enabled, tax calculation is made based on the total order amount excluding any other taxes. If this flag is disabled, tax calculation takes place over the amount which includes previously charged taxes. Ignored for the first tax.
Percent of Total – if this flag is left unchecked, tax calculation occurs 'on top'. If this flag is enabled, tax calculation happens 'inclusive'.

Example. 

Order total: 155 rubles. Tax rate: 20%.

  • Flag 'Percentage of Total Sum' Unchecked (tax calculation 'on top'), Flag 'Add to Price' Unchecked

155 rubles – 120%
Tax amount 155 - (155*100\120) = 25,83
Payable amount: 155 rubles.

  • Flag 'Percentage Form Total' Checked (tax calculation 'inclusive'), Flag 'Add to Price' Unchecked

155 rubles – 100%
Tax amount 155\100*20 = 31
Payable amount: 155 rubles.

  • Flag 'Percentage Form Total' Unchecked (tax calculation 'on top'), Flag 'Add to Price' Checked

155 rubles - 100%
Tax amount 155\100*20 = 31
Payable amount: 186 rubles.

  • Flag 'Percentage Form Total' Checked (tax calculation 'inclusive'), Flag 'Add to Price' Checked

 155 rubles - 80% (100%-20%)
Tax amount 155*20\80 = 38,75
Payable amount: 155+38.75=193,75 rubles.

When calculating taxes 'on top,' menu item prices are displayed exclusive of tax. When calculating taxes 'inclusive,' prices reflect tax inclusion.

Below are the rules that must be followed when setting flags for tax properties:

  1. If the Ignore Other Taxes flag is enabled, the Percentage From Total flag must be deactivated;
  2. If the Ignore Other Taxes flag is enabled for some tax, it must also be enabled for previous ones;
  3. If the Ignore Other Taxes flag is enabled for some tax, the Calc Separately flag must be enabled both for this tax and for preceding ones;
  4. If the Add to Price flag is enabled for some tax, it must also be enabled for subsequent taxes.

An error message may appear while attempting to set a flag. In such cases, adjust the priority order of taxes or change the values of the selected flags accordingly.

Round Method – in this field, select one of the rounding rules for fractional parts of the tax:

  • “round up at 0.5”;
  • “round down at 0.5”;
  • “random round at 0.5” (random number sensor counts depending on the order number);
  • “always round up”;
  • “always round down”.

Ignore Discounts – the tax rate is calculated as a percentage of the amount before discounts.
This flag must be consistently enabled across all active taxes. It is not mandatory for additional taxes.

Properties of Tax Rates

On the Tax Rates page, possible rates for each tax are listed. Adding a tax and its rate to the directory proceeds in standard fashion.

Main
Rate – tax rate value;
Fiscal Types – choose the corresponding type in the fiscal register.

It is impossible to delete a tax rate currently utilized by an active tax policy.

It is impossible to deactivate a rate belonging to an active tax. Deactivate the tax itself first, then remove the rate.

Upon creating a rate, replace the default value of 0.00 with the desired one and activate it. Once activated, changing the rate value becomes prohibited.


 

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