Setting up your tax rates and tax codes in Brew Ninja
Getting there
Prerequisites
None
This document references taxes/levies that are applied to sales and purchases. If you are looking for documentation on excise/production taxes go here.
Sales Tax Rates and Codes
Tax Rates define the rate and names of taxes. Tax Codes are a grouping of one or more Tax Rates. This allows you to name grouping according to their purpose.
Note: it is easiest to create your Tax Rates before you create your Tax Codes.
Tax Rates
Tax rates are the actual taxes (rates and names) used in your region. It is generally best to name them as they are generally referred to in your region, not specific to your companies usage of them.
Tax rates are added to Tax Codes in order to apply them to the sale of Product SKUs and purchase of Materials.
Fields
| Name | The name of the tax. e.g., 'GST'. This name will appear on customer facing sales documents. |
| Percent | The percent that this tax applies to a sale. |
| Fallback to cost | If this is true, if a sale item has a price of zero, this tax should be applied to the cost of the item, not the price ($0). This generally only applies when giving away promotional beer, or giving beer to staff. |
| Description | This is an arbitrary (and optional) description of the tax rate. |
Tax Codes
A tax code is a grouping of tax rates. Many regions have multiple tax rates to apply such as municipal, regional (state/provincial), and federal taxes. Use a tax code to group these rates, and name them according to their usage. e.g., 'Beer Wholesale', or 'Beer Retail', or 'Merchandise'.
Note: that before using a Tax Rate it must be saved in the Tax Rates table. If you are unable to select a Tax Rate when building your Tax Code do the following: 1.) make sure the tax rate table is saved. 2.) Refresh the page.
Fields
| Name | The name of the Tax Code. Best practise is to name it based on what it will be used for. Feel free to have multiple Tax Codes with different names but the same Tax Rate groupings, as this makes it easier for staff to know which code applies. This name is selected when building a sales document, but the customer does not see it. |
| Tax 1 | The first tax rate in the group. |
| Tax 2 | The second tax rate in the group. (optional) |
| Tax 3 | The third tax rate in the group. (optional) |
|
Transfer Tax Inbound |
If this option is selected, this Tax Code will be applied to the inbound sale when doing a Retail Transfer. |
|
Transfer Tax Outbound |
If this option is selected, this Tax Code will be applied to the outbound sale when doing a Retail Transfer. |
|
Description |
This is an arbitrary (and optional) description of the tax code. |
Levies
A Levy is a flat fee associated with a Product SKU. From the Tax Setup page, you can set the name associated with the levies your company has to charge. If a levy does not have a name, it will be considered unused.