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Biotrack via Headset Menu Tax Settings

Rida Harzaguia
Rida Harzaguia
  • Updated

Overview

As a menu-integrated partner on Leafly using BioTrack (Headset), you can now streamline your pricing display by excluding taxes from your menu item prices. This feature allows you to show prices without including taxes at a menu level, making it easier for customers to review your menu and compare prices clearly.

Tax Settings Setup

Follow these steps to update your Menu Taxes display:

1. Log in to Leafly Biz

  • Access Leafly Biz: Open your browser and go to the Leafly Biz login page.

2. Navigate to Settings

  • Locate the Settings Tab: Once you’re logged in, find the ‘Settings’ tab on the left-hand side of your dashboard.
  • Click on ‘Payment & Taxes’: In the Settings menu, select ‘Payment & Taxes’ to access the tax settings for your menu items.

3. Update Tax Settings

  • Select the ‘Taxes’ Tab: Within the Payment & Taxes section, click on the ‘Taxes’ tab. This section allows you to manage how taxes are displayed on your menu.
  • Choose Your Tax Display Option: Order-enabled retailers will see two options, one for Menu tax options and the second for Checkout tax options.
    • The Menu tax options allow you to either include or exclude taxes on at a menu-level for products.
    • The Checkout tax options allow you to set tax rates at checkout if you have opted to display pre-tax pricing at a menu level or confirm that tax is included in prices at checkout if you have opted to display tax-inclusive pricing at a menu level.

  • Retailers who do not have online ordering enabled will not see Checkout tax options and will only have the option to display pre-tax or post-tax pricing at a menu level.

4. Save Your Changes

  • Review Your Settings and adjust whether you wish to display tax-inclusive or pre-tax pricing at a menu level.
  • Click Save to finalize your selection.
  • Please allow up to 10 minutes for changes to take effect on the shopper menu.



Displaying Pre-Tax Prices and Setting Checkout Tax Estimates

If you opt to display tax-exclusive or pre-tax pricing at a menu level, you have the option to display tax estimates using rates you configure at checkout.

  • If you have a single-menu Leafly profile and you've selected Display tax-exclusive pricing on menu items, you have the option to configure custom tax rates for either medical or recreational shoppers.

  • If you have a Dual Menu Leafly profile and you've selected Display tax-exclusive pricing on menu items, you have the option to configure custom tax rates for both medical and recreational shoppers.

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For more information on setting tax estimates, please refer to this article: Setting up Tax Estimates for your Leafly Menu.

For any issues or concerns, we kindly request that you contact our support team at help@leafly.com. They will be more than happy to assist you in resolving any problems you may encounter.