New tax controls: item tax bands, flexible quotes and online ordering

Puree now gives you more control over sales tax: different items can use different tax bands, each quote can include or exclude tax independently, and online order forms can have their own pricing setting.

Your account settings remain the starting point. You can keep your usual approach for everyday quotes and make changes where a particular quote or ordering form needs something different.

Different tax bands on the same quote

You no longer need to use one tax rate for every charge. Tax bands let you give a rate a name and a percentage, then apply the appropriate band to an item.

For example, a quote can contain items using your standard band, items using a reduced band, and items using a 0% band. Puree calculates the tax for the different bands and shows the breakdown alongside the quote total.

In your account’s Tax settings, use Additional tax rates and Add additional tax rate to create the bands you need. Each band has a Name and a Rate.

Names are yours to choose. A name such as “Zero rated” does not determine the calculation: the percentage does. A band set to 0% adds no tax, whatever you call it.

Set an item’s band, or change it on a quote

Give an item its usual tax band in its pricing settings so you do not have to choose it every time. Items using the default can continue to follow your normal tax setup.

You can also change the tax band for an individual quote line. This lets you handle a particular quote without changing the item’s usual setting. Delivery can have its own tax band too.

The quote’s tax breakdown makes the mix visible. A 0% band still appears with a zero tax amount, so customers can see that those charges have been accounted for.

Include or exclude tax on each quote

Your account’s How your prices work setting is a default, rather than a restriction on every quote.

When editing a quote, expand Adjust quote tax and choose:

• Includes sales tax — the prices you enter already contain tax.
• Excludes sales tax — tax is added on top of the prices you enter.

This changes that quote’s pricing treatment. It does not change your account default or other quotes.

The entered prices stay unchanged when you switch. For example, using an illustrative 10% band, an entered price of $100 gives a $100 total when tax is included, or a $110 total when tax is excluded. Review the resulting total before sending the quote.

Apply one band to every charge

Sometimes a whole quote needs the same tax treatment. In Adjust quote tax, turn on Override all tax bands and choose Tax band for all charges.

The selected band applies across items, packages, staff, delivery and venue reservations, including charges with individually selected bands.

Turn off Override all tax bands to restore the individual bands. This is separate from the inclusive/exclusive choice: one setting chooses the band, while the other chooses whether tax is already inside the entered prices.

Give online order forms their own pricing setting

Online order forms now have a Sales tax section with three choices:

• Use account default — follow your account’s inclusive/exclusive setting.
• Includes sales tax — show prices with tax included.
• Excludes sales tax — add tax on top.

The form’s choice applies to new orders submitted through that form, including delivery and packages. Existing orders keep their saved setting.

This means you can use inclusive pricing on one ordering form and exclusive pricing on another, while keeping your usual default for quotes created by your team.

Clearer tax information for customers

Online order forms explain the default tax name and rate alongside whether prices include or exclude tax. Items using a different band have a numbered footnote, with the key explaining that band.

Only exceptions need a footnote, keeping ordinary prices easy to scan. In cart-style forms, the item modal also explains the item’s tax treatment. The order summary shows the tax breakdown without repeating the footnote keys.

For inclusive prices, the breakdown explains the tax already included in the total. For exclusive prices, it shows the tax added before the final total.

Online menus have their own inclusive/exclusive setting too. When prices are displayed, the tax key and footnotes help customers understand them.

Check your accounting mappings

If you connect to Xero or QuickBooks, map your Puree tax bands to the appropriate tax rates or codes in that system. The band’s display name alone does not establish that mapping.

Your quote’s inclusive/exclusive choice travels with the invoice. Check that the mapped rates match the treatment you intend, especially when a quote contains more than one band.

Start with your defaults

Set your normal pricing approach first, add the additional bands you use, and assign them to the relevant items. Then use quote overrides only where needed, and choose the pricing setting for each online order form.

For more on the surrounding workflows, see Creating a Quote, Online Order Form and Online Menus.