How do I manage Tax rates?
Created by Jessica Hoi, Modified on Wed, 28 Aug at 12:08 PM by Jessica Hoi
You can add tax rates to your account so that they can be applied to Services on check out.
Your default Tax rate applies automatically on all services, unless you applied a specific Tax rate applied when you added a service.
Add a Tax rate
- Click on the Settings icon on the side menu
- Click on the Tax tab
- Click Add Tax Rate
- Name the Tax Rate so it's easily distinguishable.
- Enter the Tax Rate Percentage
- Click Save
Your Tax Rate will then appear in the dropdown when you set up your Services. If you have a Service that requires a specific tax rate (not the default), you'll need to update it.
Add Default Tax rate
- Click on the Settings icon on the side menu
- Click on the Tax tab
- Click the 3 vertical dots on the Tax Rate
- Click Make Default Tax Rate
This will then apply to all your catalogue, so you don't need to manually charge tax or include this when pricing your services.
Managing Tax rates
- Click on the Settings icon on the side menu
- Click on the Tax tab
- Click the 3 vertical dots on the Tax Rate
- Click Make Default Tax Rate that will automatically apply on all of your catalogue
- Click Edit Tax Rate to change the name and percentage
- Click Delete Tax Rate to remove this Tax rate
Note: Making any of these updates will only apply to future appointments. Existing appointments will only be affected if they have not been fully paid.
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