Taxes & charges

Taxes and charges are configured once in the admin dashboard and applied automatically at checkout, itemized so customers see exactly what they’re paying for. Set up the sales tax your region requires, then add any order-level charges — a service charge, packaging or bag fee — with control over when each one applies. Everything flows through to receipts, order totals in the partner app, and your tax reports.

Taxes vs charges

	Tax	Charge
What it is	Government-mandated sales tax / VAT / GST	A fee you choose to add — service charge, packaging fee, bag fee
Where it’s set up	Financial → Tax	Financial → Charge
Reported in	Tax-wise report	Charge-wise report

Both appear as their own labelled lines on the customer’s checkout summary and receipt — neither is silently folded into item prices.

Setting up a tax

Open Dashboard → Settings → Financial → Tax (/configuration/financial/tax/list).
Choose to add a new tax (/configuration/financial/tax/add/new) or edit an existing one.
Fill in the entry:
- Name — the label customers see on checkout and receipts (e.g. “VAT 19%”, “Sales tax”).
- Calculation type — percentage of the order, or a fixed amount.
- Rate / amount — the percentage or fixed value.
- Conditions — when the tax applies (for example, limiting it to particular order types).
- Status — active or inactive.
Save, then place a test order and confirm the tax line and total match what you expect.

Setting up a charge

Charges work the same way, from Dashboard → Settings → Financial → Charge (/configuration/financial/charge/list):

Add a new charge (/configuration/financial/charge/add/new) or edit an existing one.
Give it a clear customer-facing name — “Service charge”, “Packaging fee”. Customers see this label at checkout, so avoid internal shorthand.
Choose percentage or fixed and set the amount.
Set the conditions for when it applies — for example, a packaging fee that applies to delivery and pickup but not dine-in.
Set the status to active and save.

Common examples:

Charge	Typical setup
Service charge	Percentage of the order, often dine-in only
Packaging / bag fee	Small fixed amount on delivery and pickup orders
Small-order fee	Fixed amount, conditioned on low order value

How taxes and charges appear on orders

Checkout — each active tax and charge that matches the order shows as its own line in the order summary before the customer pays.
Receipts and kitchen tickets — receipts itemize taxes and charges with the totals; see Receipt & kitchen printing.
Order edits and refunds — when an order is edited, taxes and charges are recalculated on the new total, and refunds account for them. See Editing orders & refunds.

Reports

Reconcile what you’ve collected under Dashboard → Reports:

Tax-wise report (/reports/tax-wise) — totals collected per tax over a date range; the report your accountant will ask for.
Charge-wise report (/reports/charge-wise) — totals per charge, useful for checking a fee is actually being applied as intended.
Payment-wise report (/reports/payment-wise) — totals per payment method, for cross-checking against gateway payouts and cash drawers.

See Reports & analytics for the full reporting catalogue.

Troubleshooting

Symptom	Try this
A tax or charge isn’t appearing at checkout	Check its status is active and its conditions match the order you’re testing (order type, amount)
It applies to the wrong order types	Edit the entry and adjust its conditions, then re-test each order type
Totals look right at checkout but wrong on the receipt	Reprint after confirming the order wasn’t edited; an edited order recalculates — print the updated documents
Tax-wise report doesn’t match expectations	Confirm the date range and that you’re comparing against completed (not cancelled) orders