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Create Tax Rules

What this guide covers

Defines individual tax rules within a store group, specifying the tax rates, conditions, and product filters applied to items sold at member stores.

Steps

Step 1: Navigate to the Store Groups section using the left-hand navigation menu.

Step 2: Find the store group where you want to create a tax rule. Click the action menu button (three dots) next to the store group name.

Step 2

Step 3: Click Taxes from the dropdown menu.

Step 3

Step 4: Click the + Create New Tax Rule button.

Step 4

Step 5: Fill in the basic tax rule information. Fields marked with * are required.

FieldWhat to enterNotes
Tax Name *Internal name for this rulee.g., "Standard GST 10%", "Delivery Surcharge Tax". Visible to operators.
Effective From Date *Date this rule takes effectYou can use past dates for historic records. Format: DD/MM/YYYY.
Tax Rule GroupAssign to an existing or new groupOptional. Groups multiple related tax rules together for easier management.

Step 5

Step 6: Add conditions that trigger this tax rule. This section is optional.

FieldWhat to enterNotes
Cart ConditionsSelect conditions based on overall ordere.g., "Order contains delivery", "Cart total exceeds $50". Choose from dropdown.
Product FiltersSelect which products/categories this applies toe.g., "Only menu items in Burgers category". Choose from dropdown.

Step 6

Step 7

Step 7: Click the + Add Tax button to define the tax calculation.

Step 8

Step 8: Fill in the tax calculation details:

FieldWhat to enterNotes
Rate ModeChoose how tax is calculatedPercentage (e.g., 10% GST) or Fixed Amount (e.g., $0.50 per item)
Applied ToWhat the tax applies toe.g., Subtotal, Delivery Fee, or specific item categories
Tax Amount %Enter the tax rate as a percentageFor percentage mode only. Enter numbers only (e.g., 10 for 10% GST)

Step 9: (Optional) Fill out Taxes on External Fees if you need to apply taxes to fees from third-party delivery platforms.

Step 10: Click to create the tax rule. A review screen will show all information you've entered. Click Create to save.

Step 9

note

You can click on any step number in the wizard to navigate to that section without losing your changes. You can also edit, copy, and delete tax rules after creation.

tip

Create a Tax Rule Group first if you want to organize related tax rules together. See Create Tax Rule Group for instructions.


Part of the Admin Portal Guide · Section: Store Groups