Summary
The Taxes feature is a feature in the Financials App of the Otter Dashboard that provides you visibility on delivery apps’ payout breakdown. There are additional levels of aggregated tax views across delivery platforms for different locations so that you can check against your records and understand the composition of taxes received and withheld.
Taxes Overview
Features
| Feature | Description |
|
Hero metrics tiles - Total Tax, Tax Withheld, Tax Paid to Operator |
Total Tax: tax on the quantity of transactions included in the payout. Tax Withheld: Tax remitted by OFO on the restaurant's behalf per state laws (Marketplace Facilitator tax) Tax Paid to Operator: Delta comparing to previously selected time frame |
| Universal filters - days, brand/stores, and channels |
Days: timeframe, select up to 120 days at a time for transitions and payouts you want to see. Brand/Stores: all brands/stores for selected customer account. Channels: OFOs, Otter POS, Future Foods. |
|
Edit column selector |
Adjust what columns to display from the following filters: Store, Zip Code, Source, Subtotal (after discount), Total tax, Tax withheld, and Tax %. |
|
Export options |
CSV or XLSX |
Table Columns
| Column | Details |
| Store |
Store and brand corresponding to the payout |
| Zip Code |
Zip code associated with the store location |
| Source |
Ordering channel associated with the transaction |
| Subtotal (after discount) |
Value of all sales, after any discounts have been applied, but excluding tax, commissions, adjustments, etc |
| Total Tax |
Tax on the total number of transactions included in the payout |
| Tax Withheld |
Tax remitted by OFO on the restaurant's behalf per state laws (Marketplace Facilitator tax) |
| Tax % |
Percentage of taxes paid by the operator |
Exported CSV/XLSX
Overview
Table Columns
| Column | Details |
| Store |
Store and brand corresponding to the payout |
| Zip Code |
Zip code associated with the store location |
| Source |
Ordering channel associated with the transaction |
| Currency |
The currency in which the transactions and payout are made in |
| Subtotal (after discount) |
Value of all sales, after any discounts have been applied, but excluding tax, commissions, adjustments, etc |
| Total Tax |
Tax on the total number of transactions included in the payout |
| Tax to Operator |
Value of taxes paid by the operator |
| Tax Withheld |
Tax remitted by OFO on the restaurant's behalf per state laws (Marketplace Facilitator tax) |
| Tax % |
Percentage of taxes paid by the operator |
Frequently Asked Questions
Who is this feature available to?
- It is available to all customers subscribed to Future Foods.
How do you access it?
- It is accessible through the Customer’s Business Manager, a feature in the Financial App.
What are the guidelines for customers to report taxes on income from Future Food Brands?
- For reporting taxes on Future Foods brands income, there are three aspects:
- Report Subtotal column minus Error charges and Adjustments columns as revenue
- Report Commission column & Discounts column combined as marketing/ business partner fees
- Report Sales tax column minus Tax withheld column (Marketplace Facilitator Tax) as sales tax - How come I don’t owe taxes on certain delivery apps or orders?
How come I don’t owe taxes on certain delivery apps or orders?
If you don’t owe taxes on a certain order, it is because your state does not have sales tax on prepared goods. Instead, your state is likely classified under ‘Marketplace Facilitator Tax’ (MFT). Marketplace Facilitator Tax is when the delivery app is responsible for calculating, collecting, and remitting all order transactions/taxes made through their platform. Delivery apps are responsible for MFT orders only. The sales tax reported in your Business Manager portal is still the restaurant's responsibility.
To learn more about the Marketplace Facilitator Tax, please see below:
- UberEats: Marketplace Facilitator: Frequently Asked Questions
- DoorDash: US Merchant Marketplace Facilitator FAQ
- GrubHub: Grubhub and Direct Integration 101
Why are my tax rates not being acknowledged by the delivery partners?
- If you are in a marketplace facilitator state, the delivery partners will ignore the tax rates that are being published and instead apply their own tax rates to comply with the facilitator regulations. To you, this will appear like you are setting tax rates but they are not being acknowledged.
Still need help? Reach out to our team:
| Chat with support by clicking the chat icon in the bottom right corner of the Otter Dashboard. |
+1 (888) 681-8837 Send us a text to the number above for assistance over text message. |
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