To add sales taxes to the services and products you sell, follow these steps.
Note
For new US businesses, one tax with the name "Sales Tax" will automatically populate without a tax percentage. Please review your local sales tax rates before changing.
For new Canadian businesses, three taxes with the name "GST," "HST," and "PST" will automatically populate without a tax percentage. Please review your local tax rates before changing.
For new UK businesses, one tax with the name "VAT" will automatically populate with a tax percentage of 20%.
For new Australian businesses, one tax with the name "GST" will automatically populate with a tax percentage of 10%.
We'll cover these functions in this article:
Related Article:
Important
Attention International Businesses! When applying taxes to services, products, and more, you can now select up to four taxes.
Remember, you need to set up your tax rates before applying taxes to any products or services in Vagaro. Follow these steps:
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Click Add Tax. Keep in mind that you can only create up to four tax options.
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Enter a Tax Name.
You can enter any name for a tax, but it is recommended that you follow tax naming conventions to avoid confusion (i.e., naming a tax "Use Tax" or "PST" for international businesses).
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Enter Tax Percentage.
Please make sure that the tax percentage follows your local tax rates.
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Click Save.
To delete or edit a tax, follow the steps below:
You can now apply sales tax to the services and classes you sell.
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Navigate to → .
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Click Services or Classes.
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Select a service to edit, click the Action (3 vertical dots) menu, and then select Edit.
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Click the Tax drop-down menu and select up to four tax entries.
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Click Save. The sales tax is applied when the service is added to the cart.
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Click Checkout.
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Select a customer.
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Add an item to the cart.
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Click the Tax field.
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Select the tax to remove, click the Action (3 vertical dots) menu, and then Remove Tax.
Remember: you can select up to four taxes.
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Click Remove to confirm.
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Click Save to confirm deletion.
Note
You can also reapply taxes from the Tax Summary pop-up; however, if you originally applied two taxes to a product, you cannot apply a third tax through in-house checkout. You can only apply that third tax through Settings.
Comments
7 comments
Interesting work.
Would be nice to see a function on the CHECK-OUT that removes the tax. In Ohio, if a doctor has written a massage for therapeutic massage, we don't have to charge sales tax.
The way we've had to set this up is to have two versions of the same service. One taxable and one without tax. Then we have to remember to pick the correct one upon checkout. *Then* we have to change the service at checkout to exclude the sale tax.
The ultimate would be to have a "taxable for services (Y/N)" function within the client information. If that client checks out, any applicable sales tax wouldn't be charged.
Just a thought. :)
I feel the same way as above comment. I need to be able to turn the tax on and off at check out. Because I have clients who order product from my website out of state. So my out of state clients don't pay sales tax. It is such a hassle going into inventory to turn off tax then check out then go back into inventory and turn it back on again. Would be so much easier if there was a check box at check out.
Jill :D
Can 2 taxes be added to the same product/service? In BC, Canada, I must charge 2 separate taxes (GST & PST) and they must be displayed separately on the invoice.
I am a stylist and i include tax in my cost. I want to track the tax i just dont want it to affect the checkout
Hi Liz,
Please contact our Support Team so they can assist you with this further. You can reach them at (925)464-1932 Ext 2. We look forward to speaking with you!
We are in British Columbia and have two sales taxes GST 5% and PST 7%. Services are charged just GST. But products have to have both GST and PST. They both need to be displayed separately on receipts/invoices and reported separately. Is there a way to select both taxes, rather than creating a third tax at 12%?
Hi Caroline... I have sent this over to the International rollout team. Please consider also entering a feature request for this.
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