Setting up item-level tax rates - Heartland POS

To set-up item level tax rates in your Heartland POS:

Step 1: Log into your Heartland | Restaurant account.

Step 2: Select "All Locations" in the header menu

Note: If "All Locations" is not selected, the functionality to add tags to an Item is Disabled or greyed out.

Step 3: Check and make a note of the Tax names in the system by going to the "Account Menu" → "Taxes" in the Left-Hand side-bar

• City Tax

• County

• State Tax

Step 4: Go to "Tags" in the Left-Hand side-bar under "Account Menu"

In the above screenshot, you can see multiple Tags; the tag "City Tax" is available and matches the one from the "Taxes" tab.

Note: The names of tags are case-sensitive and should exactly match the name in "Taxes" Section.

Follow these steps, to create a tax rate tag (we have used "State Tax:" in the example below):

• Click on the "New" Button

  

  • Fill in the tag name in the "Name" field to match the tax you are setting up - in this case, we are using "State Tax" and Click on "Save":

Step 5: Select the required Tag and Select as many items as you want in the "Assigned Items" Section and Click on "Save":

• Alternately, the tags can be set on an individual item from that Individual Item's page - from the "Account Menu" → "Items" page as well by selecting Item to show Individual Item's page and set Tags in the Tags field and Click on "Save"