Financials by Otter is a new solution that provides visibility to customers on delivery apps’ payout breakdown.
Financial Taxes provides additional levels of aggregated tax views across delivery platforms for different locations so that restaurant owners can check against their records and understand the composition of their taxes received and withheld.
Taxes Overview Page
Features include:
- Hero metrics titled Total Tax Withheld, and Total Tax to operator.
- Delta comparing to previous selected time frame.
- Universal filters for time, brand/stores, and channels
- Export payouts to CSV or XLSX
- Edit columns selector
Table Columns:
|
Column |
Details |
|---|---|
|
Store |
Store and brand corresponding to the payout. |
|
Zip code |
Zip code associated with the store location. |
|
Channel |
Ordering channel associated with payout such as UberEats or DoorDash. |
|
Subtotal (After discount) |
Value of the subtotal of the order, after any discounts have been applied, excluding tax, commissions, adjustments, etc. |
|
Total Tax |
Quantity of transactions included in the payout. |
|
Tax withheld |
Value of taxes withheld for the store location. |
|
Tax to operator |
Value of taxes paid by the operator. |
|
Tax % |
Percentage of taxes paid by the operator. |
Tax Page Breakdown
Features included:
- Tax summary (see below for full details)
- Universal filters for time, brand/stores, and channels
- Export payouts to CSV or XLSX
- Edit columns selector
- Tax summary details
Tax Summary Details
|
Column |
Details |
|---|---|
|
Store Name |
The name of the store associated with the transaction. |
|
Zip code |
Zip code associated with the transaction/store. |
|
Channel |
Ordering source such as UberEats, DoorDash, or GrubHub. |
|
Subtotal |
Value of the aggregate subtotal of all orders in the payout, excluding tax, commissions, adjustments, etc. |
|
Total tax |
Total value of tax for associated orders. |
|
Tax Withheld |
Value of taxes withheld for the associated orders. |
|
Tax to Operator |
Value of taxes paid by the operator. |
|
Tax % |
Percentage of taxes paid by the operator. |
Table Columns
|
Column |
Details |
|---|---|
|
Payout ID |
ID imported from the ordering channel |
|
Payout date |
Date corresponding with when the ordering channel paid the restaurant |
|
Zip code |
Zip code associated with the transaction/store. |
|
Subtotal (After discount) |
Value of the subtotal of the order, after any discounts have been applied, excluding tax, commissions, adjustments, etc. |
|
Total Tax |
Quantity of transactions included in the payout. |
|
Tax withheld |
Value of taxes withheld for the store location. |
|
Tax to operator |
Value of taxes paid by the operator. |
|
Tax % |
Percentage of taxes paid by the operator. |
If you need additional help or information, you can contact support via the following:
- Chat - Our live agents are available 24/7 to help you through your Otter device. Tap the chat button on the top right corner of the home screen.
- SMS/Text or Telephone - Send us a text or give us a call anytime at 1-888-681-8837 for prompt service from our support experts.
Updated