Advanced Tax Management
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      Tax Code Per Sale Type (Overview)

      This article provides details on the ability to assign an overriding tax code to a sale type. This allows a single PLU to be used in situations where different tax codes apply if the item is sold for consumption on or off premise.

      Summary

      Use Cases

      Prerequisites

      Related Functionality

      Summary

      Businesses are now able to apply a tax code to a sale type and have the POS use this to override the tax code applied to individual PLUs.

      This new functionality will allow hospitality businesses in the UK to accurately calculate and apply VAT to their food orders depending on whether the food is ordered for eat-in or takeaway, saving time and money and ensuring compliance with VAT regulations.


      Use Cases

      This functionality is designed to cover the following use case generally:

      • Where the tax type programmed for a PLU does not apply if the item is included in a sale of a particular sale type.

      Specifically for UK businesses, it will allow:

      • Dine In sale

        • Dine In sale type has VAT Inclusive applied.
        • Tax types on individual PLUs will be overridden and the default VAT rate will be applied to all items in the sale.
      • Takeaway sale 
        • Takeaway sale type does not have a tax code applied. 
        • Tax types specified for each PLU in Polygon POS Management will be adhered to - those PLUs assigned VAT Free will attract no VAT and those assigned VAT Inclusive will attract the default VAT rate.
      • Sale with a mix of Dine In and Takeaway
        • Sale is assigned Dine In sale type.
        • Tax types on individual PLUs will be overridden and the default VAT rate will be applied to all items in the sale.   A programmed GST Override button will be used to revert the takeaway items to the tax code programmed for each PLU. 


      Prerequisites

      This functionality is available only to customers with a Polygon POS installation at the store and the following versions are required:

      • Polygon POS Management 2308.14.1 or later
      • Polygon POS 2309.13.3 or later

      Related Functionality

      You might like to have a look at the following complementary functionality that allows you to assign a default sale type to your POS terminal.

      POS Default Sale Types

       

       

      Article Change Log

      Date Record of Changes Author

      October 2023

      First publication of this article.

      Susan B