Create a Shared Tax Configuration

Shared Tax Configuration Guide

Overview

Tax configurations in Onosys determine how taxes are applied to restaurant orders. This includes overall tax settings like tax rounding and specific tax rates under different tax categories (Tax Buckets.).

Key Steps to Enable Taxes

To ensure a restaurant charges taxes correctly, follow these steps:

1. Set Taxes in a Tax Bucket – Define the tax rate within a tax bucket.

2. Apply the Tax Configuration to the Restaurant – Ensure the correct configuration is assigned.

3. Assign the Tax Bucket to Menu Items & Delivery Fees – Taxes only apply if linked to specific items and fees.

By completing all these steps, Onosys will accurately apply taxes at checkout.

 

Configuration Details

This section covers how to define tax settings, including flat tax rates, delivery fee tax rules, and tax rounding options.

Tax Configuration Name (Required)

Give your tax configuration a name. This helps in identifying and applying the correct tax settings to restaurants.

Flat Tax Rate (Optional)

If the order has a flat tax, enter the percentage here.

Delivery Fee Tax Bucket (Optional)

If delivery fees are taxable, select the appropriate tax bucket.

Max Decimal Places for Tax Rounding (Optional)

Specify the decimal precision for rounding tax values. Certain tax rules require rounding at a specific decimal place.

Additional Tax Settings (Optional)

• Round Taxes Up

  • When False: Values of .5 or higher round up normally (e.g. tax rounding to 2 decimals: $1.123 → $1.12; $1.126 → $1.13).

  • When True: All values round up (e.g., $1.123 → $1.13).

• Round Taxes at Item Level – Apply rounding at the individual item level.

• Tax After Discount – Apply taxes after discounts are calculated.

Click Save & Close to proceed to setting up Tax Rates.

 

Tax Rates

This section allows you to define tax rates for each Tax Bucket.

Adding Tax Rates

1. Locate the Tax Bucket where you want to add a tax.

2. Click '+ Add New Tax Rate' under the corresponding bucket.

Tax Rate Settings

• Tax Type – Choose the type of tax: Sales Tax, Local Tax, GST, PST, HST, or VAT.

• Tax Rate – Enter the tax percentage (e.g., 10 for 10%).

• Effective Date – Specify when the tax should begin.

• Fulfillment Type – Select applicable fulfillment methods:

  • Pickup

  • Delivery

  • Curbside

  • Drive-through

  • Dine-in

Finalizing the Tax Configuration

After configuring tax rates, scroll down and click 'Save & Close' to save the settings. The tax configuration is now ready to be applied at restaurants..