Tax Rates
You can collect tax on your services and products by setting up tax rates in your facility settings. Follow these steps to configure tax rates:
- In Admin, go to Settings > General
- Navigate to the Facility Details section where you will find Tax Rates
- Click the "Add tax rate" button and choose a name and percentage for the rate.
- Hit "Save" and the rate will now be saved on your facility.
Enabling a Tax Rate
Once you've created a tax rate, you need to apply it to specific services or products:
- Go to the Service Page for the item you want to apply tax to (e.g., rentals, lessons, memberships).
- Scroll to Advanced Settings and find the "Collect tax" toggle.
- Enable the toggle and select the tax rate you created.
- Click "Save" to confirm your changes.
Now, when customers purchase this service, the system will automatically apply the selected tax rate.
💡 Tip: Repeat these steps for each service or product that requires tax collection.
Updating a tax rate
To edit an existing tax rate, just expand the rate you're looking to edit and update the name or percentage as needed. Once you hit Save, all future transactions will have the updated rate applied.
Deleting a tax rate
To stop charging a particular rate, simply click on the trash icon
Remember, this will not affect your past transactions so you can be sure that past reports will continue to remain accurate.