The Tax Information area is where you set up the customer's tax rates. The customer's Resale Tax ID number can also be entered in this area.

 

•If system option 25 is enabled, entrée will print an asterisk ( * ) next to the taxable item's extended price on the customer's printed invoice. This will allow the customer to easily see the items that they were charged tax for.

 

 

•The entrée Tax Report will give a detailed breakdown of all taxes, levied or collected, for a given date range. Many of the entrée sales reports can optionally display the total tax that was charged for an item or the invoice.

 

Using Non-Food Tax

If non-food tax is going to be levied, items that are considered non-food must be configured with the number "2" must entered in the item's Matrix Code field.

 

When the Non-Food tax rate is zero the entrée system assumes that the item is being sold to a customer to whom the Non-Food tax does not apply and it reverts to the standard behavior and applies the defined State Sales Tax (if any).

 

The Food/Non-Food designation is made at the item level whereas Taxes are defined at the customer level.

If a customer is legitimately going to be charged Food/Non-Food taxes then both rates for a given jurisdiction (e.g., "State") will be non-zero.

 

If a customer is not charged Food/Non-Food Tax in a given jurisdiction then the Non-Food tax rate for that jurisdiction must be set to zero.

 

•County, State and City Taxes support the "Food"/"Non-Food" options.

 

Matrix Code Assignment Rules

•When the Matrix Code value is "1" the item is a "Food" item and:

▪"Sales Tax %" is the "State Food Tax".

▪"City Tax %" is the "Local Food Tax".

▪"County Tax %" is the "County Food Tax".

 

•When the Matrix Code value is "2" the item is a "Non-Food" item and:

▪"Non-Food State Tax %" is the "State Non-Food Tax".

▪"Non-Food City Tax %" is the "Local Non-Food Tax".

▪"Non-Food County Tax %" is the "County Non-Food Tax".

 

•When Matrix Code is something other than "1" or "2" then Sales Tax % and City Tax % are applied to all items for that customer (if non-zero). The "Non-Food State Tax %" and "Non-Food City Tax %" values are ignored.

 

•County Tax % is always just "County Tax". If County Tax is non-zero it applies to all items for that customer.