Configuring the Parent Item Tax Class Override

There are some locations where food is taxed differently based upon its preparation. For example, a whole bagel is not taxed. However, a bagel that is sliced in two, or warmed up is taxed. In both cases, the bagel's status changes from non-prepared to prepared - resulting in a tax change.

The configuration described here is only meant for condiment menu items. A condiment item can be configured to override a parent item’s tax class on all menu items associated with the condiment. The condiment only applies to the item to which it is added; the condiment does not change the taxes for the entire check, nor for items not associated with the parent item.

Preparation instructions, such as sliced and warmed, can be configured as condiment items in the EMC, and then workstation operators can add them to the parent item on the POS workstation.

To configure condiment items with a parent item tax class override:

1. Select the Enterprise, property, revenue center, or zone, click Configuration, click Menu Item Maintenance, and then search for and select a Menu Item Definition record.
2. Double-click the Menu Item Definition record to open it.
3. Click the Prices sub-tab.
4. Under the Parent Tax Class Override column, select the tax class to apply to the parent item if this condiment changes how that item is taxed.

   Note:

   Since this configuration is meant for only condiment menu items, the Parent Tax Class Override column is grayed out for regular menu item records, and is not configurable.

   When the Parent Tax Class Override column is set to a valid tax class, there are two available options to drive the behavior of the parent tax class if there is a conflict with an existing menu item tax class override. To access these options, remain on the Prices sub-tab.

5. Click the ellipsis (...) under the Options column to configure the following options:

   • 3 - Use Menu Item Group Tax Class Override instead of parent Tax Class Override - Select if this condiment causes the parent item to use the Menu Item Group Tax Class Override instead of the parent item Tax Class Override.

   • 4 - Exclude parent from Tax Override Threshold Quantity - Select if this condiment causes the parent item to not count toward the Tax Override Threshold Quantity in Menu Item Groups.

6. Click Save.