The Taxes & Checkout screen allows you to add up to four different tax rates in Vagaro and create up to four taxes and five different fees that can be applied when a customer is checked out.
Note
For UK businesses, all item prices will be displayed in the Checkout screen with tax already included.
You can also enable several checkout options, including:
-
Creating create taxes to be applied at checkout.
-
Creating fees for products, services, and more.
-
Giving customers reward points for leaving reviews
-
Requiring the starting balance in your cash drawer each day so you can balance your cash drawer at the end of the day.
-
Automatically deducting a visit from a customer's package for no-shows.
-
Setting package and membership sales to go directly to employees.
-
Allowing for the check-out of future appointments.
-
Showing the cost of a product on the Checkout page.
-
Allowing receipt signatures on the screen when checking out clients.
-
Flagging unusually high checkout amounts.
-
Adding a footer text to your receipts.
Prerequisites: This feature is available for all Vagaro businesses.
To create a tax or fee:
-
Go to Taxes & Checkout.
-
Vagaro Pro App: Go to → → → .
-
Web Version: Go to → → .
-
-
Under the Taxes heading, select Add Tax to add a tax that can be automatically or manually applied at checkout for services, classes, memberships, packages, and/or products. Repeat this step to create up to four taxes.
-
Tax Name: Enter a name for the tax.
-
Tax Percentage: Enter the percentage of the item that will be charged for tax.
-
-
Optionally, toggle whether to Include Tax in Online Pricing to allow for tax-inclusive pricing on your Vagaro Listing Page. When toggled on, another column called Price (with Tax) is added to the Performed By table when adding or editing classes and services.
-
Under the Fees heading, select Add Fee to create a customer fee that can be automatically or manually applied to transactions. Repeat this step to create up to five fees.
-
Fee Name: Enter a name or description of the fee.
-
Fee Amount: Enter the cost of the fee for the item.
-
Tax: If applicable, select the tax to charge on top of the item's price.
-
Apply Fee: Whether to apply this fee only once at checkout or to every item.
-
Automatically Apply Fee: Whether this fee will be applied to items at checkout without having to be selected.
-
-
Under the Other Payment Methods heading, select Add Payment Method to create a new name for a payment method category that your business accepts.
-
Enter the number of Reward points per review for customers if they leave a review on your website or Vagaro Listing Page for a completed service or class.
-
Toggle the following settings as required:
-
Require starting balance for cash drawer: Ask for the starting balance in your cash drawer so you can to balance your cash drawer at the end of the day. The first person who checks out a customer the following day will be asked to provide the cash drawer balance. Keep in mind that the starting drawer balance cannot be changed once it has been entered.
-
Deduct a visit from packages and memberships for no-shows: Automatically deduct a visit from a customer's package or membership when they are marked as a no-show.
-
Package & Membership Sales Go Directly to Employees: Give customers the option to select an employee when buying a package or membership. The funds will be deposited in the employee's merchant account. Employees can also select an employee when they sell a membership or package in in-house checkout.
Important
If you toggle this setting, please note that your service providers must have a merchant account to receive funds for package and membership sales.
-
Allow checkout of future appointments: Allow a customer to pay for an appointment that's scheduled for a later date.
-
Show Product Cost at Checkout: Show the business cost of a product from the Checkout screen. Business cost is not the price of the item at checkout; it is the price it costs the business to purchase the item and stock on the shelves. Do not select this option if your customer can see the checkout screen when checking out in-house.
-
Allow Points to Partially Redeem: Allow customers to use their points to redeem for services, even if they don't have enough to pay the full amount, resulting in a partial discount.
-
Enable receipt signature on screen: Allow customers to provide a signature on the screen when checking them out.
-
Flag unusually high checkout amounts: Select whether to Give a warning or Do Not Allow if the checkout amount is equal to or higher than the entered amount. This option helps prevent fraudulent activities.
-
-
Optionally, enter the Receipt Footer Text text to display at the bottom of your receipts, such as a thank you to your customers for visiting your business.
-
Select Save.
Comments
10 comments
In BC Canada we have two taxes. GST and PST. I would like the option to add two taxes to retail, because that is what is charged in BC. This would have it separated for me in my sales summary. Currently Vagaro only allows one tax per retail product and I have to do the calculations myself to determine the PST totals for the months. When I remit PST to the government this step of calculating it manually is a pain. Thank you in advance if you could change this option.
I would like the ability to select tax inclusive so I don't have to work out the Tax component. Is this possible currently?
Vanessa - If you are asking if there is a way to come up with a final price like $40 and then have Vagaro calculate and subtract out the tax after the fact, the answer is no, we will not be adding that capability. But if you enter in your price and check the box that it is taxable, we will add the tax and charge the customer accordingly.
I would like to select the different % for the taxes at check out. Sometimes I would like to adjust the taxes based on which states my client will be shipping their products to. I wouldn't know where until they have place the order, then find out that is they are located in another states with lower tax rates. It waste so much time to reset in the menu again and add it again, through the whole process of changing the tax rate. It's a pain in the butt. I hope their a shorter way to changing the tax rate at checkout rather than at the edit menu option.
How do I setup tax for online Store, if someone purchases online from out of my current State, Right now it charges for my current sales tax rate for my State, but if there out of State how do I charge or not charge them tax? The Vagaro site store does not allow for this occurrence. Are we not supposed to charge Tax for out of State orders? Or only charge are current place of business State sales tax & pay that to are current State? My CPA said If I collect Sales tax on out of State orders, then I am responsible to collect, report and pay for sales tax in each State the customer lives in and pay there State sales tax to that State. This is getting so confusing now. Also will I have to setup an e-commerce merchant account? How do I do that?
Hello Felisa,
You are only supposed to pay your state / county tax for online purchases; not adjust to multiple states. Your business is physically located in your current state and the purchases through you are supposed to go through your state tax system, as your physical location is the taxable location. So a buyer from California isn't going to pay both the California and Massachusetts state taxes because the buyer is in California.
An example of this would be for Amazon. They pay taxes from their physical facilities in each state, not taxes for the point of origin (state #1) and point of delivery (state #2).
I don't think you will need an E-commerce account, but I can't be sure without some discussion regarding this. E-commerce bank accounts are meant for businesses that do most of their sales online.
Every state is different about their rules, so anyone with a similar or the same question, please contact a CPA or a local tax representative for the most up to date information for your tax law.
As Clayton stated above, we live in Canada and there are two taxes, if you can add an option to add multiple taxes to products/services that would be much appreciated as it will be better to state to the government and so we don't have to break it up. For Canadians this is a large frustration. Thanks!
Hi James. I will forward this request to the management team. In the meantime, you can also send a feature request from this page: https://feedback.vagaro.com/forums/915991-feature-requests.
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.
Please sign in to leave a comment.