This guide will show you how to set up taxes for your account to apply to items or services you will be selling to your customers.
This applies to Memberships, Packages, Rentals, Registrations, and POS Transactions.
** The taxes will automatically apply to all items billed, you will have the opportunity to turn the tax off for individual items as desired on an invoice or keep certain aspects of the software untaxed using Revenue Categories.
***Screens and layouts may vary depending on the user settings and device compatibility.
Administration
Click on Administration.
Click Billing.
Next, click Taxes.
Add a Tax
Click on Add Tax in the upper right corner.
1. Type in a Tax Code to identify the tax on the invoice. (examples: HST, PST, GST, VAT)
2. Type in a detailed Tax Label
3. Type in remarks about the tax if desired
4. Enter the tax percentage
5. Set the first date that you would like the tax to apply to items being billed
6. Click Add Tax to save the entry
Viewing Tax Details
The newly created tax rate is now displayed with a details link that you can click on to make changes to the entry
If you charge two separate taxes you can enter a second tax rate
* Multiple taxes will calculate separately against the revenue amount and are not compounded
1. Click on Change to modify the displayed information or click on Deactivate to prevent the tax rate from applying to items billed from the date of deactivation.
2. If your tax rate is going to be changing in the future or has changed since the initial tax entry, you can set a new start date and rate. Click on the disk icon to save the entry
* This will change the tax rate based on the revenue date for any items billed in the future.
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