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Handling Items that are Tax Free When Purchased in Larger Quantities

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In some jurisdictions a food item when bought individually or in small quantities is taxed but when bought in a larger quantity it is considered a grocery product and qualifies as tax free. For example, in some jurisdictions, bagels if bought in quantities less than a half dozen are taxed. But if you sell six or more to a customer, they are tax free. As well, you may want to have a lower unit price for bagels (or other baked goods) purchased by the dozen versus by the half dozen.

This how-to guide will show you how you handle tax exempt sales for items bought in quantities.

Note: This how-to will be using bagels as an example. There are other products like doughnuts and muffins that also qualify for tax free status if purchased in quantity. The manner of serving may also affect its taxability status. For example, selling half a dozen bagels sliced and buttered may require the charging of taxes. It’s important to understand this how-to guide should not be construed as accurate tax advice for your jurisdiction. This how-to guide does not imply to give you a method to comply with your jurisdiction’s requirements for collecting appropriate taxes. Please consult your accountant or a qualified tax consultant.

Chapter 1. Setting Up Menu Items and Modifiers

Login as Admin. Access the Admin Settings screen. Follow these steps:

1. Tap Menu | Menu Items.

2. Tap a category where all menu items are taxed (in the above example, we’re putting bagels under Sandwiches).

3. Tap the Add + icon to add three menu items for bagels: Bagel – Single, Bagel – Half Dozen, Bagel – Dozen.

4. Edit Bagel – Single and enter a price paid for each bagel if ordered in quantities less than half a dozen. Ensure the category sets the appropriate tax. So, let’s say a single bagel sells for $1.

5. Tap Done.

6. Edit Bagel – Half Dozen and enter a price for each bagel if bagels are purchased in quantities of six or more. In this example, if the customer orders six or more, each bagel costs 90 cents.

7. In the Description field, enter the total price for six bagels to help staff understand at what point they should be suggesting customers switch from a multiple bagel order that’s taxable when ordering by the half dozen.

8. Under Taxes, disable the tax.

9. Tap Done.

10. Edit Bagel – Dozen and enter a price paid for each bagel if bagels are purchased in quantities of twelve or more. In this example, when bought by the dozen, we’re charging a price where each bagel costs 80 cents per bagel. If you don’t differentiate in bulk price between half dozen and dozen, then you don’t have to create this menu item.

11. In the Description field, enter the total price for twelve bagels to help staff understand at what point they should be suggesting customers switch from bagel order that’s between seven and eleven bagels.

12. Under Taxes, disable the tax.

13. Tap Done.

14. Tap Done again.

Chapter 2. Using Taxable vs Non Taxable Menu Items

Let’s walk through using the bagel menu items. Note, when to use the taxable bagel item and the non-taxable bagel items will take some staff education. There’s no way in TouchBistro to trigger a “fall over” into a tax free status when a certain number of the items are ordered.

1. If the customer orders between one and five bagels, add the bagel to the order screen with the Bagel menu item.

2. Use the Quantity option if you want to add more than one. Note the tax. In this example, we have TouchBistro setup to handle Ontario taxes.

3. If the customer orders, five, the staff might be instructed to let the customer know if they order the half dozen bagels, they can get six for less than the price of five.

4. If the staff member is unsure what six bagels come to, the staff member can tap and hold on Bagel – Half Dozen in the menu item section.

5. This will bring up the customer facing menu and the staff member can see the tip you, the admin, left when it becomes more favorable to the customer to order by the half dozen.

6. If the customer decides a half dozen bagels are a good deal, the staff member can swipe left on the Bagel item and tap Delete.

7. The staff member can now tap Bagel – Half Dozen and use the Quantity option to add six tax-free bagels. Process the order normally.

8. If the customer orders eleven bagels, again, the staff member can tap and hold on Bagel – Dozen in the menu item section and see the tip you, the admin, left when it becomes more favorable to the customer to order by the dozen.