Tip Declaration Per Employee Report

⚙️ Setup Required (One-Time)

Before this report works correctly, you must configure your tip reporting rules in:

Back Office > Settings > Company Settings > Tips Report

Here's what to set:

Setting	Description
Tip Allocation Rate (optional)	Percentage of eligible sales that must be declared as tips (e.g. 8%) In some provinces, like Quebec, declaring a minimum tip percentage is mandatory under labor regulations. In other regions where this rule doesn’t apply, you can set this to 0% to disable automatic tip declaration enforcement. ⚠️ Make sure this setting aligns with your local legal requirements before modifying it.
Tip Contribution Ordering Methods	Choose which ordering methods (e.g., Table service) should be considered tip-eligible.
Discount Deduction (optional)	If enabled, discounts are subtracted from sales totals (contributed sales) before tip calculation.

🛠️ These settings directly impact the data shown in the Tip Declaration report. Make sure they reflect your real-world tipping policies before reviewing the results.

📍 Where to Find the report

Go to Back Office > Reports
Click Tip Declaration Per Employee

🗓️ What This Report Shows

This report summarizes tips earned per employee for a selected period, including charged tips, discounts, and sales that contribute to tip obligations.

Use it to:

Review tips per server
Validate tip compliance
Identify missing declarations
Assist with payroll reconciliation

📆 1. Set a Date Range

Use the Start and End date fields to define the period you want to analyze. Then click Refresh.

👥 2. Tip Summary by Employee

Each row represents a different employee and shows how much they sold, how much they received in tips, and what they need to declare.

📊 Tip Declaration – Field Breakdown

Field	Description	Details
Employee	The name of the staff member	N/A
Contributed Sales	Sales eligible for tip tracking	Based on ordering methods set in Company Settings (e.g., Table Service, Eat-In)
Non-Contributed Sales	Sales excluded from tip calculations	Those excluded if not added in Company Settings (e.g., Takeout, Delivery)
Non-Contributed Discounts	Discounts applied to contributed sales	Can be excluded from calculations if "Discount Deduction" is checked in Company Settings
Contributed Sales Total	Net eligible sales after discount deductions	`Contributed Sales - Non-Contributed Discounts`
EFT Tips *(Electronic Funds Transfer)*	Tips added by customers via card or POS	Manual card tips and overpayment card tips are included
Cash Tips	Cash tips manually declared by the employee using the Gratuities function	Only manual Gratuities entries are currently supported. End-of-shift POS declarations are not yet included.
Transfer Out	Tips sent to another employee	Entered in the POS at end of shift; included in Tip Total
Transfer In	Tips received from another employee	Entered in the POS at end of shift; included in Tip Total
Tip Total	Total tips from sales declared for the period	`Tip Total = EFT Tips + Cash Tips`
Minimum Declaration Required	Minimum tip requirement (if configured in Tip Allocation Rate)	`% Required = Contributed Sales * Tip Allocation Rate (from company settings)`
To Declare	Final tip amount the employee is expected to report for the period	`Tip Total + Transfer In – Transfer Out`, adjusted to meet % Required if needed
Actual Tip Rate	Real-world tip percentage based on sales	`(Tip Total` ÷ `Contributed Sales) x 100` *transfer in and out are not included

🔁 Report Behavior Details

Calculations are based only on selected ordering methods (e.g. “Table Service”) configured in Company Settings.
Discounts can be optionally subtracted from eligible sales totals if Discount Deduction is checked.
If the “Tip Total” is below the expected % of contributed sales, the “To Declare” column will show a required amount.

📤 Exporting

Click the orange download icon (top-right) to export the full report as a CSV file.

🧠 Best Practices

Use this report during payroll preparation to ensure all employees declared required tips
Encourage accurate cash tip declaration to stay tax-compliant

❓FAQ

Q: What are “Contributed” vs. “Non-Contributed” sales?
A: Contributed Sales are sales that are eligible for tip tracking—typically in-person table service.
Non-Contributed Sales are excluded from tip tracking (e.g., takeout, delivery, self-service, or automated orders).

Q: What are “Non-Contributed Discounts”?
A: These are discounts applied to contributed sales, but they are excluded from the tip calculation when the Discount Deduction setting is enabled in your company settings.

Q: Why is “Cash” always $0?
A: Cash tips must be manually declared by employees (in the POS during the End of shift). If employees don’t enter this, the “Cash” field will remain at $0.

Q: What does “% Required” mean?
A: This is a configured minimum tip declaration rule (e.g., 8% of contributed sales). If it's set to 0%, it means no required tip percentage is enforced.

Q: Are transfer tips done automatically?
A: No. Employees must manually perform tip transfers on the POS before completing their end-of-shift.