INTRODUCTION
Feature Summary: Create a sales tax.
Use Cases: To apply a tax rate, system users must configure tax settings separately for each POS item, membership plan, reservation type, lesson type, event category, and package.
SETUP REQUIREMENTS
Log in to the admin dashboard.
Click SETTINGS > navigate to the BILLING SETTINGS row > click Taxes on the side menu.
Click the Create Tax Rate button.
On the new page:
Fill in the form (see below).
Click Save Changes.
Tax Rate Name - Enter a unique name. This name will appear throughout the platform on the drop-down menus.
Default For Misc. Fee(s) - If the box is checked, this tax rate becomes the default for any charge with the Misc. Fee tag. (optional)
Percent - Enter the sales tax rate.
Tax Option - Click the field and decide how to apply the tax. The tax is added to the retail price, or the retail price already includes the tax.
Add Tax to Item Price – Tax is calculated and added to the item price
Include Tax in Item Price – Item price already includes tax
For example, with a 6% sales tax on a Point of Sale item, a $10 item can either ring up as $10.60 with tax added at checkout or $10.00 if the tax is already included in the item price.
Reviewing the Table
After saving a category, CourtReserve adds a row to the % Tax Rates table. Click Edit to update a tax rate or Delete to remove it from the platform.
Includes vs. Excludes Tax
If a system user assigns a tax to a product or service (e.g. packages) and selects the Include Tax Item Price option, CourtReserve shows prices and displays the tag includes Tax (see screenshot below).
If the system user selects the Add Tax to Item Price option, CourtReserve shows prices and displays the tag +Tax (see screenshot below).
If a system user does not assign a tax to a product or service, CourtReserve shows prices without any reference to taxes (see screenshot below).
