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Add a Sales Tax - Vagaro Pro app

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Jamie Bennett
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To add tax rates to services and products, 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%.

Related Article:

Add a Sales Tax - Web Version

Important

Attention International Businesses! When applying taxes to services, products, and more, you can now select up to four taxes.

Setting Up Tax Rates

Remember, you need to set up your tax rates before applying taxes to any products or services in Vagaro. Follow these steps:

  1. Navigate to More → Settings → Taxes & Checkout

    1_more2_2x.png
    2_settings_2x.png
    settings_tws_tax_chkout_2x.png

  2. Tap Add Tax. Remember: you can only create up to four tax options.

    add_tax_vpro_2x.png

  3. Enter a Tax Name.

    tax_name_vpro_2x.png

    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).

  4. Enter Tax Percentage.

    tax_percentage_vpro_2x.png

    Please make sure that the tax percentage follows your local tax rates.

  5. Tap Save.

    save_add_tax_vpro_2x.png

Edit and Delete Taxes

To delete or edit a tax, follow the steps below:

  1. Tap the tax you want to delete.

    tap_tax_entry_vpro_2x.png

  2. Tap Delete or Edit.

    delete_fee_vpro_2x.png

    1. To delete a tax, select the checkbox to confirm, then tap Delete again.

      confirm_delete_tax_vpro_2x.png

    2. To edit a tax, edit Tax Name and Tax Percentage(if applicable), then tap Save.

      save_edit_tax_vpro_2x.png

  3. Tap Save.

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, both taxes will be merged in reports.

How to Add Taxes to Products

  1. You can add sales taxes to products. To do this, navigate to More → Settings → Inventory.

    1_more2_2x.png
    2_settings_2x.png
    inventory.png

  2. Tap a product to edit.

    select_product_vpro_2x.png

  3. Tap the Action menu (3 horizontal lines), then tap Edit.

    action_menu_vpro_2x.png
    tap_edit_vpro_2x.png

  4. Tap the Tax field.

    tap_tax_vpro_2x.png

  5. Select up to four taxes to apply, then tap Done.

    select_tax_vpro_2x.png

  6. Tap Submit. Taxes will be applied when added to the cart.

    tap_submit_vpro_2x.png

How to Add Taxes to Services or Classes

  1. Navigate to More → Settings → Service/Class Menu.

    1_more2_2x.png
    2_settings_2x.png
    settings_svc_class_menu_2x.png

  2. Select Services or Classes.

    select_services_classes_vpro_2x.png

  3. Tap a service or class to edit.

  4. Tap Edit.

    edit_service_vpro_2x.png

  5. Tap the Tax field.

    tap_tax_service_vpro_2x.png

  6. Select up to four tax entries, then tap Done.

    select_tax_vpro_2x.png

  7. Tap Save. The tax(es) will be applied to the service/class at checkout.

Manually Remove Taxes for In-House Checkout

  1. Tap Checkout.

    stock_vpro_checkout.png

  2. Select a Customer and add an item to the cart.

  3. Tap the Tax field.

    tax_tax_vpro_2x.png

  4. Tap the tax to remove.

    tax_summary_vpro_2x.png

  5. Tap Remove, then tap Save.

Note

You can also reapply taxes from the Tax Summary pop-up window; 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.

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