Learn why existing invoices can change when editing tax configurations.
Which plans include this feature?
Legacy: Soho, Pro, Plus, Enterprise, Flex
New: Growth (Subscription), Growth (Online Booking Fee), Managed
→ Learn more about our new plans or how to change your plan.
Where can I find this feature using the top menu?
Manage > Ecommerce > Taxes
What more do I need to use this feature?
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Admin permissions to manage taxes.
Which Checkfront version supports this feature - classic, new or both?
- This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
Currently, changes to tax configurations impact all future and historical tax data.
Each invoice only saves a Tax Amount and a Tax ID. This means that information like the Tax Name and the rate applied (e.g. 5%) are not saved on the booking. Also...
Each invoice only saves a Tax Amount and a Tax ID. This means that information like the Tax Name and the rate applied (e.g. 5%) are not saved on the booking. Also...
- If a Tax Name or rate changes, then every invoice that uses that tax shows the new Tax Name and rate. The Tax Amount and Booking Total do not change.
- If a new item/product is added to a booking or an item/product is removed, then taxes for all items/products on that booking are recalculated.
- If an item/product is edited, taxes recalculate for that item/product.
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Best Practice Refrain from changing existing taxes except for renaming a tax.
Instead, please: 1. Remove the current tax from all items/products.
2. Create a new tax with the new tax rate.
This way, the new tax is used going forward, and the old tax remains the same on existing invoices. |
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For more information, please see the following articles: |