In the R-Keeper v7 system, it is possible to define up to eight active taxes in the Tax directory.
In the Menu directory, a tax group must be assigned to each menu item with the status "active".
For different order categories, tax calculations may be performed at different tax rates even for menu items of the same tax group. Similarly, for different order types, different tax rates may be used even for menu items of the same tax group.
Taxes on orders, in accordance with current legislation, are calculated from the amount consisting of the price list amounts and distributed markups minus the discount amount. The tax on the undistributed markup is calculated according to the tax group assigned to it.
Each tax may have several rates. The rate at which the tax amount will be taken from the order or menu item is determined in the Tax Groups directory. In the properties of active menu items, it is mandatory to specify which tax group it belongs to.
Since the taxation of goods belonging to the same tax group may vary depending on the type of service (for example, takeaway or at the table) or the place of release of the goods (for example, bar or cafe), each tax group contains one or more Tax Policies.
The list of tax policies is arranged in order of priority. In the tax policy, the rates of taxes levied on goods belonging to the described tax group are defined. The selection of a tax policy occurs in accordance with the Order Type and Order Category.
If there are benefits (exemption from a certain tax) when using some currencies, they are listed in the Tax Exemptions directory along with the rules for their application. Then, in the currency property Tax Exemption, the corresponding benefit is selected.
- A Tax cannot be activated without at least one active tax rate. Accordingly, the last tax rate of an active tax cannot be deleted.
- A Tax rate cannot be deactivated after activation; it can only be deleted. A Tax rate cannot be deleted if it is used by an active tax policy.
- A Tax group cannot be deactivated if it is referenced by an active menu item.
- The Tax policy "Any Order Category – Any Order Type" cannot be deactivated for an active tax group.