TaxesBack to top
To configure a new tax in your system, click on the + Create Tax button in the left sidebar.
Choose a name for your tax. This will be visible on your invoices and reports, so select a name that will make sense to you and your customers.
The amount of tax you wish to apply to the bookings. Enter a figure in the text field and then choose an option from the drop-down menu. The options currently available are as follows:
If you have a tax account number you'd like to display on your invoices, enter it here.
Apply Tax To:
Here you can choose which customers the tax applies to. The current options are as follows:
You can apply the tax to all customers, only customers residing in your province/state/county, only customers residing in your country or only international customers. This is based on the locale settings in your system.
Choose any additional tax options here. You can select compound or inclusive tax. Compound tax is a tax applied on top of an asset that has already been taxed. Check the box labelled Apply by Default to automatically add the tax to new items in your inventory. The inventory item must be configured to charge tax. If it is not, the tax will not be applied, regardless of your setting here.
Not all items in your inventory will be charged the same taxes. If you don't wish to apply the tax to a certain item(s) in your inventory, uncheck it from the list provided here.
Opting Out of Taxes For a Specific ItemBack to top
By default, new taxes will be applied to all items in your inventory. You can remove your taxes from specific items by turning them off in the item's Pricing tab. Simply click on the relevant tax button to turn it off.
Opting Out of a Tax Post-BookingBack to top
You can opt out of a tax after a booking has been created. This is done on a per item basis by clicking on the Edit tab while viewing a booking, locating the required item, and clicking on the button labelled Change.
In the Change window you'll be able to un-check the taxes you wish to remove. Make sure you click the Save button when you're finished, to record the changes.
This process will remove the applicable tax for that item only. Any other items in the booking that are also opted into that tax will remain opted in unless you repeat the process and remove the tax manually.
Removing a Tax From a BookingBack to top
In the case where you may wish to completely remove a tax from a booking, you can do so by clicking on the Remove button in the main tax table under a booking's Edit tab.
This process will completely remove that tax from all items in the booking that were previously opted into the tax. The invoice total will then be updated accordingly. When editing an item in a booking, via the invoice, the following rules are true:
• Parent items will only show the taxes that apply to them, not to their children
• Child items will only show the taxes that apply to them, not from their parent
• Changing a parent's taxes should affect only the parent. Children should have the same taxes (and same everything else) as they did before the parent was saved.
• For each tax that shows up on the main invoice page (not the item edit modal), there should be a Remove button. Clicking that will remove the associated tax from all items in the booking.