Aloha Tax question/Problem

[qsrsf]

One more for the guru's on the board:

I have a Gift Certificate Item. Don't need to charge tax on it. I have my Primary Tax set up @ 8.5%. I set up a second primary tax with a 0% rate and assigned the Gift Cert Item the primary tax with the 0%.

When the item is entered it does not automatically add tax to the Balance Due (as all other items due). Then when the check is tendered it suddenly adds the 8.5% tax.

I have tried an inclusive tax for this item, setting the primary tax to 'none', and a host of other things, but no matter what as soon as the check is tendered it applies 8.5%.

How do I set this item up to use a different primary tax rate, and/or stop the system from applying the primary tax to all tenders?


THANKS!

 

[qsrsf]

I think I solved my problem and posted too soon. I set up a Flex tax that always applies. Not sure if that was the right thing to do though...

 

[posrescue]

First off make sure you gift certificate is flagged as a revenue item in item setup. This will ensure that your GC dollars are accounted for but not included in sales.
You can set up a tax type (non-flex) that has 0 as the rate and apply it to the GC.
You should not need a tax flagged to alway apply. If you are lucky enough to be in a state that does not use flex taxes don't use anything on the flex tax tab.

 

[RokStar]

Any chance you have "Smart Taxes" enabled?

 

[DTSMAN]

Create a tax called 'no tax' and set it to '0'.

Bo

Kentucky phone support-
"Mash the Kentrol key and hit scape."

 

[qsrsf]

Hmmmm....

A few questions...

Smart Taxes, never seen a flag for that?

I did create a primary tax and set it to '0%'. When I enter the item no tax is displayed. Suddenly when I tender the item tax is applied using the tax rate I have for all other items.

I am not in a jurisdiction with flex taxes but that 'solved' the problem. Seems from the other posts that it wasn't the correct way.

You guys know why this would happen?


THANKS!

 

[RokStar]

Smart taxes are enabled in store settings, financials, taxes and surcharges tab.
Tell me what is flagged on that screen.
Tell me what version of Aloha you are using.
Tell me what state you are in, and the way your taxes normally work. (Are they basic? Or???)

Smart Taxes are for when you want your customers in the Bar to see inclusive taxes, but the Dining Room always gets exclusive taxes. Or other things like that. Basically changes the taxes applied based on criteria you specify.

Also, look in Maintenance/menus.
Look at each of your menus that you use and look if there are any tax substitutions there.

 

[qsrsf]

I am using 5.3.34 QS

On the store -> financials -> taxes nothing is flagged

I am in CA so my taxes are basic 8.5%.

I should be able to assign two primary taxes depending on items, which works as orders are entered, but as soon as they are tendered my '01' primary tax is applied to the entire order.

 

[qsrsf]

A new thought....in Order Mode it assigns my primary tax, and since this is just a cashiering environment my new guess is that unless I use the flex tax it automatically assigns the tax I have associated with the Order Mode I am using...

 

[RokStar]

Well, there ya go!
The order mode is overriding any other primary tax. That's why there is no tax until you order the item, then the order mode applies the tax and, bingo. (or, whammo).

So the flex tax will work for you. As long as your reporting is good enough for you.

The only other way is to remove the order mode tax and tax the items individually, like 90% of Aloha installs.

Basically, if it works for ya, keep it.
But now at least you know why it is doing what it is.