Taxes are never fun, but there's no reason why they should also be hard to boot. With Schedulicity's tax tools, you're able to pre-set taxes for products and services. From there, Schedulicity can do all of the calculating for you. 📈 

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 the "Services" tile

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

  4. Under "Taxes for This Service," click on the "Change" button

  5. Click on the "add new" button

  6. Enter in a name and percentage for your tax, and select the services you wish to apply this tax to

  7. Save your changes!

Removing a service tax

If you ever need to remove a tax from a service or multiple services, you can follow these steps instead:

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

  2. Click on the "Services" tile

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

  4. Under "Taxes for This Service," click on the "Change" button

  5. Click on the "add new" button

  6. Select the tax you wish to remove from your service

  7. Click on the "edit" button

  8. Uncheck your service or services from the list so the tax no longer applies

  9. Save your changes!

Editing a service tax 

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 the "Services" tile

  3. Select a service from your list

  4. Under "Taxes for This Service," click on the "Change" button

  5. Click on the "add new" button

  6. Select the tax you wish to edit

  7. Click on the "edit" button

  8. Adjust the tax rate or name

  9. Save your changes!

Product Taxes

Adding Taxes for Products

Presently, the only way to add a brand new tax is to access the Taxes menu through Services. Not to worry: we’ll have a new place for taxes in the future! Until then, you’ll want to follow these specific steps to add a tax for your product:

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

  2. Click on the "Services" tile

  3. Select a service from your list

  4. Under "Taxes for This Service," click on the "Change" button

  5. Click on the "add new" button

  6. Enter in a name and percentage for your tax, and then make sure to add it to products instead of services

  7. Save your changes!

One thing to keep in mind for product taxes, is that since sales tax and things of that nature usually apply to retail in general rather than specific items, we do only have the option of adding a product tax to every product on your list.

From here on out, these taxes will automatically be applied whenever you or your clients book that particular service or include that product on a ticket. Yahoo! 🎉 

What's Next?

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