This article will guide you through setting up a Sales Tax Schedule.

A sales tax schedule is a way to group and manage one or more sales tax categories like local and state taxes.  Once a sales tax schedule is created you can associate it with services, classes, sales packages and products.  You can have multiple sales tax schedules so if services or clothing are taxed differently than other products you can assign these a different tax schedule.

Requirements - A Master Admin or staff admin type with the following permissions: 

• Club Setup: Can access setup 
• Club Setup: Can access sales taxes setup
  

Adding A Tax Schedule

 

To access this screen click on Setup > Sales > Sales Tax. Type what you want your tax schedule called and click the Create New Sales Tax Schedule button. Your new tax schedule will appear here.  Click the pencil icon to edit the schedule

NOTE: It is possible to add more than one tax schedule.  An example is you can have a local sales tax, clothing, or services to address services or apparel being taxed differently.

Adding A Tax Category To A Tax Schedule

 

Clicking the pencil icon will take you to this screen where you can enter in the percentage. To enter a tax category enter in the description (State Sales Tax, Ballwin Local Sales Tax) and the Sales Tax Percentage. Click the button Add Sales Tax Category to save your tax category. Your sales categories will display here.  If you want to delete a category click the red x to the right of the desired category.

NOTE:  You are able to add more than one category to address other taxes like local or regional which will add up to the total amount you wish to tax the client.

Verifying Your New Sales Tax Schedule

 

To verify everything is correct click back on the Sales Tax option under the Sales menu to access the main Sales Tax Screen.  Your new sales tax schedule should have a green light to the left showing it is now active with the total amount of sales tax to be charged.  If you wish to edit the schedule click the edit pencil. If you wish to remove it click the red x to the right.