IRS Tips Report

The IRS Tips Report provides tips information recorded in the POS system for mid-level managers looking at tip payouts.

Declared Cash Tips data is only available after a shift reset has been performed.

Comparing IRS Tip Reports to Other Reports

The net sales of the IRS Tip Report match the Server Shift Tip and Gratuity sales when the shifts are reset at the time the report is run. The IRS Tip Report net totals also match the Gross Sales by Tender Report totals.

IRS Tip Report Columns

  • IRS Allocable Sales - IRS Allocable Sales reflect all sales where the Include in IRS Reporting option is selected for the check type, revenue category, and tender. If any one of these three options is not selected the item and its total do not appear correctly in this column.

  • Charged Tips/Grats Sales - This column is the amount of the total check less tax (which also includes adjusted tax-inclusive items) for sales tendered via credit or debit card. The column contains the total of all sales on which a tip is added to the check. It excludes all sales where the customer left a cash tip that did not get recorded into the POS system. In addition, cash transactions that have an automatic tip added to the check (large parties, room service, etc.) can be included. For example, an item of $5.00 plus tax appears in the column as $5.00. If the item is $5.00 and tax-inclusive the amount is less than the percentage of the tax in the city/state. It also includes only checks that have had a tip or gratuity added to the check.

Field

Description

Employee ID

The primary ID of the employee.

Secondary ID

The Secondary ID configured under the Employee menu in the IGCM.
The Secondary ID will be included in reports only for newly created checks after the secondary ID is added or updated for an employee. Reports generated for previously created checks will not include the Secondary ID.

If an employee does not have a Secondary ID configured in the Employee menu, the Secondary ID field will appear blank in the reports.

Tips, Grats and Transfer

Tips, Grats and Transfer = Charged Tips + Declared Cash Tips + Gratuities + Tips Transferred In – Tips Transferred Out

Tips and Grats

Tips and Grats = (Tips, Grats, and Transfer) ¸ IRS Allocable Sales

IRS Tips/Grats Ratio

Lists the percentage of the tip/grat to the total allocable sales. For example, The tip ratio for a $5.00 check with a $10.00 tip is 200%. The column lets the operator view the percent ratio the servers are tipped based on their sales.

Tips Transfer

Tips Transfer = Tips Transferred In – Tips Transferred Out

Grats Transfer

The gratuity amount transferred from the employee’s bucket.

Tip/Grats Ratio

Tip/Grats Ratio = (Tips, Grats, and Transfer) ¸ IRS Allocable Sales

Charged Tips/Grats Sales

Charged Tips/Grats Sales = Charged Tip Sales Amt – Charged Tip Discount Amt

This column lists the same information as the Tips and Grats column, calculated against the Charged Tips/Grat Sales.

Charged Tips/Grats Ratio

Charged Tips/Grats Ratio = Charged Tips/Grats ¸ (Charged Tips/Grats Sales)

IRS Tips Report

Grouping Levels (3 possible)

Sorting Choices

Filters

Business Period*

Employee Name *

Employee

Profit Center (2)

Charged Grats

Employee Group

Meal Period

Charged Tips

Meal Period

Profit Center Group

Charged Tips/Grats Ratio

Profit Center

Charged Tips/Grats Sales

Profit Center Group

Employee ID

Store

IRS Allocable Sales

Net Sales

Tip/Grats Ratio

* = default setting

Tips Transfer

Tips, Grats and Transfer