POS: Check Options - Gratuity Tax

POS: Check Options - Gratuity Tax



Back Office (BO)

Navigation: Log into BO, select a Store, then select Products/Items > Gratuity

When creating a new Gratuity or update an existing Gratuity:
  1. The toggle Taxes appears below Auto Gratuity. Upon enabling the toggle, the Taxes drop down will appear where you can choose the list of previously-configured Taxes.


  2. Select a Tax from the list. That selected Tax will be greyed out and cannot be selected again (cannot be applied more than once within a single Gratuity).
    1. Multiple Taxes can be selected, but only Item-Based Taxes will appear in the dropdown list.


Implementation in POS

  1. In POS, Gratuity can be applied manually or auto gratuity can be applied based on BO settings.
  2. When the applied Gratuity has a Tax configuration in BO, then the Gratuity Tax will be included in the Tax field in POS. Gratuity Tax will be calculated exclusively.
  1. In POS, Gratuity Tax will be displayed based on the calculation. An example is below:
    1. Exclusive Tax
      Subtotal
      		$100
      Gratuity (10%)$10
      Other Tax (10%)$10
      Gratuity Tax (10%)
      		$1
      Tax$11
      Total$121

  2. The Tax configured in BO Gratuity Settings will be included along with Tax (when applied based on BO settings). The below image shows that Tax is inclusive of Gratuity Tax.


  3. Tax calculation for Inclusive Tax.
    1. Inclusive Tax
      Subtotal
      		$100
      Gratuity (10%)$9.09
      Other Tax (10%)$9.09
      Gratuity Tax (10%)
      		$0.10
      Tax$9.19
      Total$109.19


  4. Split Seat – The Gratuity Tax (%) should be calculated and split for the Gratuity amount of menu items, and it should be added to the Tax (Total Tax) evenly as per seats.
  5. Split Check – The Gratuity Tax (%) should be calculated and split for the Gratuity amount and it should be added to the Tax (Total Tax).
  6. Transfer Menu Item - The Gratuity Tax (%) should be calculated for the Gratuity amount of menu items and it should be added to the Tax (Total Tax).
  7. Merge – The Gratuity Tax (%) should be calculated for the Gratuity amount of the menu item and it should be added to the Tax (Total Tax).


Note:
  1. When the Exclude Gratuity toggle is enabled, then neither Gratuity nor Gratuity Tax will be calculated.
  2. Auto Gratuity – The Gratuity and Tax will be calculated automatically based on the Auto Gratuity toggle enabled/disabled for the Gratuity.
  3. When Tax Exempt takes place, the Tax configured for Gratuity can also be exempted (as-is).
  4. Refund and void will apply to Gratuity Tax also (similar to other Taxes).
  5. Quantity Based Tax will not be assigned to Gratuity.

The Gratuity Tax updates will be reflected in both CDS and the Android POS screen.


Go App – The Gratuity Tax will be calculated based on the Gratuity applied (Auto/Manual) to the item(s).



Order Summary


Receipts

For Receipts such as Front-End Receipt, Email Receipt, etc. the Gratuity Tax will appear (along with Tax Summary).


Itemized Receipts





Front End Receipt Template 1, Template 2, Other Language Receipts



MC, CC, Void, Refund Receipts




Reprint Receipt



Sale Recap



Cashier Out Receipt





Store Level Reports

Sale Recap Report

Navigation: Log into your Store's BO, then select Reports > Sale > Sale Recap

  1. Tax will include the tax configured for Gratuity.
  2. All the Tax collected for Gratuity will be totaled and appear as Gratuity Tax on the report.
  1. Example: If there are 5 checks in that Store for that day, the Gratuity Tax amount ($1 + $5 + $3 + $6 + $2) = $17 will appear as the Gratuity Tax amount in the report.
  2. Note: Even if the Menu Item or different type of Tax is configured under Gratuity in BO, all the Gratuity Tax collected will appear as Gratuity Tax.



Cashier Out Report

Navigation: Log into your Store's BO, then select Reports > Sale > Cashier Out

All the Tax collected for Gratuity will be totaled and appear as Gratuity Tax on the report.



Sales Report

Navigation: Log into your Store's BO, then select Dashboard > Sales

For Net Sales, Active Check, and Transaction: all the Tax collected for Gratuity will be totaled and appear as Gratuity Tax.

  

Online Ordering Report

Navigation: Log into your Store's BO, then select Dashboard > Online Ordering

​
For Net Sales, Gross Sales, and Transactions: all the Tax collected for Gratuity will be totaled and appear as Gratuity Tax.

 

Daily Sale Report

Navigation: Log into your Store's BO, then select Reports > Sale > Daily Sale

​
​On the Daily Sale report: select a Time Period then click Apply. The report will appear, and all the Tax collected for Gratuity will be totaled and appear as Gratuity Tax.



​

Tax Report

Navigation: Log into your Store's BO, then select Reports > Sale > Tax Report > Tax
On the Tax report: select a Time Period then click Apply. The report will appear, and all the Tax collected for Gratuity will be totaled and appear as Gratuity Tax.

​


Tax Per Service Type Report

Navigation: Log into your Store's BO, then select Reports > Sale > Tax Report > Tax Per Service Type
On the Tax Per Service Type report: select a Time Period then click Apply. The report will appear, and the new Gratuity Tax line item will be included for all service types (as-usual). All the Tax collected for Gratuity will be totaled and appear as Gratuity Tax.




Hourly Sale Report

Navigation: Log into your Store's BO, then select Reports > Sale > Hourly Sale

Select the appropriate filters, then click Apply. The report will appear. The Tax field will include the Tax configured for Gratuity (as-usual).
  1. Example: If the Tax is $1 and the Gratuity is also $1, the Tax amount will be calculated as $1 + $1 = $2.

Before Gratuity Tax



After Gratuity Tax





Weekly Summary Report

Navigation: Log into your Store's BO, then select Reports > Sale > Weekly Summary

Select the appropriate filters, then click Apply. The report will appear. All the Tax collected for Gratuity will be totaled and appear as Gratuity Tax.
 
   

Sale Summary Report

Navigation: Log into your Store's BO, then select Reports > Sale > Sale Summary
Select the appropriate filters, then click Apply. The report will appear. All the Tax collected for Gratuity will be totaled and appear as Gratuity Tax.



Void Report (Node, Employee)

Navigation: Log into your Store's BO, then select Reports > Void (Node, Employee)

Select the appropriate filters, then click Apply. The report will appear. The Tax will include the tax configured for Gratuity (as-usual).


Daily Summary Report

Navigation: Log into your Store's BO, then select Reports > Daily Summary Report
Select the appropriate filters, then click Apply. The report will appear. The Tax will include the tax configured for Gratuity (as-usual).
Example: If the Tax is $1 and the Gratuity Tax is also $1, the Tax amount will be calculated as $1 + $1 = $2.


Before Gratuity Tax


After Gratuity Tax



Membership Statement Report

Navigation: Log into your Store's BO, then select Reports > Membership > Membership Statement Report

Select the appropriate filters, then click Apply. The report will appear. The Tax will include the tax configured for Gratuity (as-usual).
Example: If the Tax is $1 and the Gratuity Tax is also $1, the Tax amount will be calculated as $1 + $1 = $2.


Before Gratuity Tax


After Gratuity Tax



Comparison Report

Navigation: Log into your Store's BO, then select Reports > Comparison Report

Select the appropriate filters, then click Apply. The report will appear. The Tax will include the tax configured for Gratuity (as-usual).

Example: If the Tax is $1 and the Gratuity Tax is also $1, the Tax amount will be calculated as $1 + $1 = $2.


Before Gratuity Tax



After Gratuity Tax



Transaction Report

Navigation: Log into your Store's BO, then select Reports > Transaction > Transaction

Select the appropriate filters, then click Apply. The report will appear. The Tax will include the tax configured for Gratuity (as-usual).
Example: If the Tax is $1 and the Gratuity Tax is also $1, the Tax amount will be calculated as $1 + $1 = $2.




Void Transaction

Navigation: Log into your Store's BO, then select Reports > Transaction > Void Transaction

Select the appropriate filters, then click Apply. The report will appear. The Tax will include the tax configured for Gratuity (as-usual).



Enterprise Level Reports

Sale Recap Report

Navigation: Log into the BO for your Store, then select Enterprise > Enterprise Reports > Sale > Sale Recap

All the Tax collected for Gratuity will be totaled and appear as Gratuity Tax on the report.



Cashier Out Report

Navigation: Log into the BO for your Store, then select Enterprise > Enterprise Reports > Sale > Cashier Out
All the Tax collected for Gratuity will be totaled and appear as Gratuity Tax on the report.



Enterprise Report

Navigation: Log into the BO for your Store, then select Enterprise > Enterprise Reports > Sale > Enterprise Report

Select the appropriate filters, then click Apply. The report will appear. The Tax will include the tax configured for Gratuity (as-usual).
Example: If the Tax is $1 and the Gratuity Tax is also $1, the Tax amount will be calculated as $1 + $1 = $2.

Before Gratuity Tax



After Gratuity Tax


Hourly Sale Report

Navigation: Log into the BO for your Store, then select Enterprise > Enterprise Reports > Sale > Hourly Sale
Select the appropriate filters, then click Apply. The report will appear. The Tax will include the tax configured for Gratuity (as-usual).
Example: If the Tax is $1 and the Gratuity Tax is also $1, the Gratuity Tax amount will be calculated as $1 + $1 = $2.

Before Gratuity Tax


After Gratuity Tax



Daily Sale Report

Navigation: Log into the BO for your Store, then select Enterprise > Enterprise Reports > Sale > Daily Sale
Select the appropriate filters, then click Apply. The report will appear. The Tax will include the tax configured for Gratuity (as-usual).
Example: If the Tax is $1 and the Gratuity Tax is also $1, the Tax amount will be calculated as $1 + $1 = $2.

Before Gratuity Tax


After Gratuity Tax



Weekly Summary Report

Navigation: Log into the BO for your Store, then select Enterprise > Enterprise Reports > Sale > Weekly Summary
Select the appropriate filters, then click Apply. The report will appear. All the Tax collected for Gratuity will be totaled and appear as Gratuity Tax.



Sale Summary Report

Navigation: Log into the BO for your Store, then select Enterprise > Enterprise Reports > Sale > Sale Summary
Select the appropriate filters, then click Apply. The report will appear. All the Tax collected for Gratuity will be totaled and appear as Gratuity Tax.

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