Taxes

Kurt De La Rosa
Kurt De La Rosa
  • Updated

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.

  1. Taxes Overview Page
  2. Tax Page Breakdown

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. 

Screen_Shot_2022-08-18_at_1.58.52_PM.png

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. 

Screen_Shot_2022-08-17_at_12.38.17_PM.png


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.

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