Ecommerce Setup: Taxes

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Plan Availability: ✓ Soho | ✓ Pro | ✓ Plus | ✓Enterprise | ✓ Flex |
Locate: Manage > Ecommerce Setup > Taxes
Prerequisites: 

• Admin permissions configure Taxes and Inventory. Restricted permission to Modify Taxes can be assigned independently.
• Ecommerce settings are available to those using items (Inventory > Items), a feature of our classic version of Checkfront.
• Interested in using Ecommerce settings with products (Inventory > Products)? Your account must be a member of our Early Access Program. Please reach out to Checkfront Technical Support to learn more.

 

Early Access Program The new product feature mentioned in this article is currently part of our Early Access Program, which means it is available to select Customers to try out and provide us with feedback. To learn more about becoming part of our Early Access Program check out our related blog post or contact our Technical Support team. Find our complete set of help articles related to the Early Access Program here: Early Access Program.

 

Be sure to review the first article in this series for information on how to navigate and activate your Payment Provider via the Payments tab.

 

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Define any applicable Taxes or service fees you need to collect here. Taxes configured here are applied to all Inventory Items or Products, although they can also be disabled on a per Item or Product basis.

Filter the list of configured by Tax status: Enabled, Disabled, or All. By default, all Enabled Taxes display.

The following information displays for each Tax configured: ID, Name, Amount, Type, Applied (to), Account Number, and (Display) Order. The settings that this data corresponds to are described in detail below under Tax Setup. 

The list can be sorted by columns in ascending or descending order. By default, the list is sorted by Tax Name in ascending order (A-Z).

To configure a new Tax in your system, click on the +Create Tax button in the left sidebar.

 

Why do my old invoices change when I change my tax configurations?

 

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The Tax Setup modal is initiated from the +Create Tax button or when editing an existing Tax.

- Tax Name

Choose a Name for your Tax. This is visible on your Invoices and Reports, so select a Tax Name that makes sense to you and your Customers.

 

- Amount

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 dropdown menu. The options currently available are as follows:  Percent, Flat Fee per Booking, Flat Fee per Item, Flat Fee per Days, or Flat fee per Quantity.

 

- Account Number

If you have a Tax Account Number you'd like to display on your Invoices, enter it here.

 

Apply Tax To

Here you can have the Tax Apply to select Customer segments. 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.

 

- Options

Choose any additional Tax Options here. You can select a 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 or Products in your inventory. The inventory item/product must be configured to charge tax. If it is not, then the tax is not applied, regardless of your setting here.

 

- Items

Not all Items or Products in your Inventory are charged the same Taxes. If you don't wish to apply the Tax to a certain Item(s) or Product(s) in your inventory, then uncheck it from the list provided here.

 

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By default, new Taxes are applied to all Items or Products in your Inventory. You can remove your Taxes from specific Items or Products by turning them off in the Item's or Product's Pricing tab (Inventory > Items > Edit Item or Inventory > Products > Edit Product). Simply click on the relevant Tax button to turn it off.  

 

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You can opt out of a Tax after a booking has been created. This is done on a per Item or Product basis by clicking on the Edit tab while viewing a booking, locating the required Item or Product, and clicking on the button labeled 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 removes the applicable Tax for that Item or Product only. Any other Items or Products in the booking that are also opted into that Tax remain opted in unless you repeat the process and remove the Tax manually.  

 

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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 completely removes that Tax from all Items or Products in the booking that were previously opted into the Tax. The Invoice total is then updated accordingly.

When editing an Item in a booking, via the Invoice, the following rules are true:

• Parent Items only show the Taxes that apply to them, not to their children

• Child Items 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.

 

At this time, the new Product Builder does not support Product Grouping (parent and child setup).

 

• For each Tax that shows up on the main Invoice page (not the Item/Product edit modal), there is a Remove button. Clicking this option removes the associated Tax from all items or products in the booking.

 

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Is your business on our Flex plan? If so, then you see a "tax" listed for Booking Fee, assuming you haven't renamed the fee...which you can do! This is the fee used to collect payment from your Guests to cover the cost of Checkfront services.

You can change the name of the fee by...

1. Clicking on the name of the Booking Fee to access setup.
2. Note, the name is editable, but the amount and type of fee (percentage vs amount) is not.
3. Click update to save any changes.

The fee displays to Guests when booking and can be reported on via the Transaction report (Reports > Transaction). The fee is non-refundable at this time.

 

Interested in our Flex plan? Learn more about the Checkfront Flex Plan!