đ Path: Go to Cog Settings â Tax
Enabling Tax Calculations
To begin using tax features, you must first enable the core calculation engine:
Navigate to the Settings sidebar and select Tax.
Locate the Enable Tax Calculation toggle in the top right corner and switch it to the ON position.
Enter your Tax Registration Number in the provided field. This number will be automatically displayed on all invoices sent to your customers.
Setting Default Tax Rates
To streamline your workflow, you can set default tax rates that apply automatically when you add new items under the 'Services & Products' page.
Default Service Tax: Select the standard rate for grooming services (e.g., VAT - 20%).
Default Product Tax: Choose the rate for retail items (e.g., VAT - 20%).
Default Additional Charge Tax: Set the rate for miscellaneous added fees, or select "No Tax" if applicable.
Exemptions: If a category is not taxable, simply select "No Tax".
Managing Individual Tax Rates
You can define multiple tax rates to accommodate different regions or tax types applied to individual items, services, or invoices.
Adding a Tax Rate
Navigate to Settings â Tax.
Click the Add button in the Tax Rates section.
Enter the following details:
Tax Name: (e.g., VAT, GST).
Description: (e.g., Standard UK VAT rate, Australian GST).
Type: Select Inclusive or Exclusive.
Rate: Enter the percentage (%).
Click Add Tax Rate to save.
Editing a Tax Rate
Go to Settings â Tax.
Click the pencil icon next to the rate you wish to modify.
Update the fields and save your changes.
Tip: You can edit existing rates at any time by clicking the pencil icon next to the specific tax entry.
Tax Groups
Tax groups allow you to combine multiple tax rates for items that require more than one type of tax.
Adding a Tax Group
Go to the Tax Groups section under Settings.
Click Add Tax Group.
Select the included rates:
Tax Rates 1 & 2 are required to form a group.
Tax Rates 3 & 4 are optional.
A maximum of 4 tax rates can be included per group.
Save the group.
Note: Only available tax rates that have not already been selected in other fields will appear as options. Once saved, a tax group can be applied to invoices just like a single rate.
Editing a Tax Group
Go to Settings â Tax Groups.
Select the group you wish to edit.
Modify included tax rates or descriptions.
Save changes.
Applying Taxes to Services
Once your rates are configured, they can be applied to specific services:
Go to the Services & Products settings and click Edit on a specific service.
Under Service Details, locate the Tax Type dropdown and select your desired rate (e.g., VAT 20% (Exclusive)).
The system will automatically calculate the Tax Amount based on your Unit Price.
Example: For an "Anal Glands" service with a unit price of GBP 12.5, a 20% tax will result in a Tax Amount of GBP 2.5.
Tax on Invoices
You can apply either a single tax rate or a tax group to an invoice.
The tax summary will appear at the bottom of the invoice, showing how each tax is calculated.
Example:
Single Tax Rate (20%) â one line on invoice.
Tax Group (VAT 20% + PST 5%) â both taxes displayed, with total combined.