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How do I manage taxes for my services or products?
How do I manage taxes for my services or products?

How to add, remove, or edit pre-set taxes for your services or products

Travis Truax avatar
Written by Travis Truax
Updated over a week ago

With Schedulicity's tax tools, you're able to pre-set taxes for products and services. From there, Schedulicity can do the calculating for you ๐Ÿ“ˆย 

Jump to a section in this Article:


Service Taxes

Adding taxes to services

To create a tax and add it to a service:

  1. Click on the three lines in the top left, and choose Settings

  2. Click on Services

  3. Select the service you wish to add a tax to

  4. Under Taxes for This Service, click on Manage Taxes

  5. Click on the +Add New button

  6. Enter the info and select the services this tax applies to

  7. Save


Removing a service tax

To remove a tax from a service or multiple services, you can follow these steps:

  1. Click on the three lines in the top left, and choose Settings

  2. Click on Services

  3. Select the service you wish to remove a tax from

  4. Under Taxes for This Service click on the tax

  5. Select the tax from the list

  6. Click Edit Selection and click the service from the list to deselect

  7. Update


Editing a service taxย 

And if you need to edit your tax in question, here's how you can do that:

  1. Click on the three lines in the top left, and choose Settings

  2. Click on Services

  3. Select the service you wish to remove a tax from

  4. Under Taxes for This Service click on the tax

  5. Adjust the tax rate or name

  6. Update


Product Taxes

Adding Taxes for Products

You can add a new tax by accessing the Taxes menu through Services. Feel free to follow these steps to add a tax to your product:

  1. Click on the three lines in the top left, and choose Settings

  2. Click on Services

  3. Select the service you wish to add a tax to

  4. Under Taxes for This Service, click on Manage Taxes

  5. Click on the +Add New button

  6. Enter in the info and check the box next to Add This Tax to All Products!

  7. Save!

After created, these taxes will automatically be applied whenever you or your clients book that particular service or include that product on a ticket!

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