Create a Tax Rate

Create Sales Tax That Can Be Assigned Across the Platform

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

INTRODUCTION


SETUP REQUIREMENTS

  1. Log in to the admin dashboard.

  2. Click POINT OF SALE > TAXES on the side menu.

  3. Click the Create Tax Rate button.

On the new page:

  1. Fill in the form. (see below)

  2. 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.

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).

What's Next?

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