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Help Sales & POS

Set your sales tax rate

Add your location's sales tax rate, change it when the rate changes, and keep the history of past rates.

Who can do this OwnerAdminManager Checked against the app November 5, 2026

Some sales come into Maitaki with the tax already inside the amount: card terminal charges and cash you log by hand. Maitaki uses your sales tax rate to take the tax back out, so your net sales aren’t inflated. Each rate has a start date, so a rate change never rewrites the days before it.

Do you need one?

Your sales come fromDo you need a rate?
Toast, Clover or Loyverse onlyNo. They report tax themselves, and Maitaki never changes it.
A Valor card terminalYes.
Cash you log in MaitakiYes.

The Sales tax section in settings lists each of your sources and says which applies, for example reports tax itself → never changed or tax included in the amount → estimated.

Add a rate

  1. Open the account menu (your location and avatar, top right on a phone; bottom left on a computer) and tap Settings.
  2. Tap your location, then Sales.
  3. Scroll to Sales tax and tap Add a rate.
  4. Enter the Rate (%), like 10.5.
  5. Set From, the first day the rate applies.
  6. Leave To (optional) empty, so the rate runs until the next one.
  7. Add a Note (optional) if it helps, like City rate increase.
  8. Tap Save.

Maitaki re-counts every day the rate covers. You’ll see Re-counting sales with progress, then Saved and how many days were re-counted.

The Sales tax section of Sales settings, with a rate of 8.875% and which sources it applies to

When the rate changes

Add a new rate with the new From date. The rate before it ends the day before, on its own. Your list then shows both, like:

  • 10.5% Apr 1, 2026 → Sep 30, 2026
  • 11% Oct 1, 2026 → now

Days before the change keep the old rate.

Fix or remove a rate

  1. In Sales tax, tap the rate.
  2. Change it and tap Save, or tap Delete to remove it.

Either way, the days it covers are re-counted.

Common questions

What happens if I don't set a rate?

Sales from sources that include tax are counted with the tax inside, so your net sales, labor % and food cost % are all a little off. The section says No sales tax rate set until you add one.

I set the rate late. Do old days get fixed?

Yes. Set From to the date the rate really started, and Maitaki re-counts every day from then.

How does Maitaki work out the tax?

See How estimated tax works.