With Vagaro, you can create multiple tax rates, apply them to your services, and enable tax-inclusive pricing.
Note
This article is not intended nor meant to provide advice on what services or products require tax. Tax rates differ by jurisdiction, so please review all relevant laws and regulations before creating or editing any tax rates.
For new US businesses, "Sales Tax" will automatically populate without a tax percentage.
For new Canadian businesses, "GST," "HST," and "PST" will automatically populate without a tax percentage.
For new UK businesses, the "VAT" tax will automatically populate with a tax percentage of 20%.
For new Australian businesses, the "GST" tax will automatically populate with a tax percentage of 10%.
Prerequisites: This feature is available for all Vagaro businesses.
Creating New Taxes Rates in Vagaro
The steps below will show you how to create a new tax rate. It will explain how to enter a tax name and percentage, save your tax rate, and how to modify or delete it later.
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Go to → → .
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Select Add Tax.
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Enter a Tax Name and Tax Percentage.
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Select Save.
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You can modify or delete your new tax rate by selecting it.
Important
Once deleted, you cannot apply the tax anymore; however, it is still documented in reports. If you create a tax with the same name after (case sensitive), both taxes will be merged in reports.
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Select Save from the Taxes & Checkout screen to finalize all changes. You will then need to assign this new tax rate to any items that require a tax.
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Go to → → .
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Scroll down to the Taxes section and click Add Tax.
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Enter a Tax Name and Tax Percentage.
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Select Save.
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You can modify or delete your new tax rate by clicking the icon.
Important
Once deleted, you cannot apply the tax anymore; however, it is still documented in reports. If you create a tax with the same name after (case sensitive), both taxes will be merged in reports.
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Select Save on the Taxes & Checkout screen to finalize all changes made. You will then need to assign this new tax rate to any items that require a tax.
Include Tax in Your Online Pricing
From the Taxes & Checkout page, scroll down to the Include Tax in Online Pricing setting and enable it. This settings displays the total price of a service (including tax) on your Vagaro Listing Page.
After assigning taxes to your services, classes, products, and other items, you can enter the total price (Price (with Tax)), instead of the price before tax for the things you sell.
You can mass-edit all your products to apply your new tax rate.
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Go to → → under Things We Sell.
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Select Mass Edit at the top of the screen.
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Select Tax.
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Select the Brand and Product Type that you want to update, then apply your Tax.
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Select Apply when finished.
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Select Save to save your changes.
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Go to → under Things We Sell.
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Expand → , then select Tax.
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Select the Brand and Product Type that you want to update, then apply your Tax.
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Select Apply when finished.
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Select Save in the bottom-right corner to save your changes.
Apply Tax to Services and Classes
Follow the steps below to apply your new tax rate to your services and classes.
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Go to → → .
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Select Services or Classes. In this example, we will select Services.
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Select a service or class from your menu.
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Select Edit.
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Select the Tax field.
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Apply a tax rate, then select Done.
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Select Save to finalize all changes.
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Go to → .
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Select Services or Classes. In this example, we will select Services.
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Select the icon next to a service, then select Edit.
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Expand the Tax drop-down menu and select up to four tax entries.
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Select Save in the bottom-right corner.
Apply Tax to Memberships & Packages - Web Only
Follow the steps below to apply your new tax rate to the memberships and packages you sell.
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Select Settings, then go to Memberships or Packages.
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Select the icon next to the package or membership you want to edit, then select Edit.
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Expand the Tax drop-down menu and select the tax rate you want to apply.
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Select Save to finish.
Remove Tax when Checking Out Customers
When checking out customers, you can remove and reapply tax rates from the Checkout screen.
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Select Checkout.
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Select a Customer and add an item to the cart.
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Select the Tax field.
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Select the tax rate you want to remove.
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Select Remove, then select Save.
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Go to the Checkout screen.
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Select a customer and add an item to the cart.
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Select the Tax field.
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Select the icon next to the tax you want to remove, then click Remove Tax.
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Select Remove, then Save to confirm.
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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