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Service Charges - Exclude Items

I’m looking for a way to exclude certain items from having service charges applied. Specifically, we charge rental fees for some of our event spaces, and we’d like to ensure that service charges are only applied to food and beverage totals—not to the rental fee itself. Has anyone found a good way to set this up?

Thanks in advance!

1 ACCEPTED SOLUTION

KellyLynn01
Community Ambassador
To exclude a rental fee (or any fee) from service charges in Toast, you'll need to set up a separate service charge specifically for the rental fee and then adjust the settings to ensure it's not included with other service charges. This is done by configuring the service charge in Toast Web, allowing you to define its scope and application. 
 
Here's a more detailed breakdown:
  1. 1. Create a Dedicated Service Charge:
    Go to Toast Web and navigate to Payments > Checks & receipt setup > Service charges. Create a new service charge specifically for the rental fee, ensuring it's not part of the general service charge category. 
     
  2. 2. Define the Charge:
    Enter the rental fee amount and specify that it's a "rental" or similar, not a service charge. 
     
  3. 3. Adjust Scope:
    Configure the new service charge to apply only to the specific scenario where the rental fee is applicable, such as a specific table or a specific event. 
     
  4. 4. Ensure No Double Application:
    Make sure this rental fee service charge is not included in any automatic service charge calculations. 
     
  5. 5. Consider Tax Exemption:
    If the rental fee is not taxable, you can set the service charge to be excluded from the taxable amount of the check. 
     
Key Points:
  • Separate Charges:
    Keep the rental fee separate from other service charges for accurate reporting and easier management. 
     
  • Specificity:
    Define the scope of the rental fee service charge precisely to avoid unintended application. 
     
    • Tax Considerations:
      Be mindful of whether the rental fee is subject to tax and adjust accordingly
Kelly Vega

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5 REPLIES 5

Keep me updated! I hope this works for you! 

Kelly Vega