topic Aggregating menu items into tax reporting categories in Back Office & Team

Aggregating menu items into tax reporting categories

Jeannie — Wed, 22 Jul 2026 16:06:00 GMT

I am trying to build a report that gives me totals by date range for the following items:

Food, NA Bev, Retail, Liquor, Wine, Beer

The online resources state that the menu items must be aligned to a category, but the options for doing that are unavailable. How is everyone else doing this?

Re: Aggregating menu items into tax reporting categories

rcmck — Wed, 22 Jul 2026 17:03:07 GMT

If you are not seeing any sales categories to choose from, there may not be any created, check under sales categories first https://www.toasttab.com/restaurants/admin/menus/salescategories

Re: Aggregating menu items into tax reporting categories

Jeannie — Wed, 22 Jul 2026 18:01:29 GMT

I get a message that reads "someone needs to unlock this for you"

Re: Aggregating menu items into tax reporting categories

rcmck — Wed, 22 Jul 2026 18:11:58 GMT

Ok, you might not have permission, if you can try accessing it from an account that has full access.