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. Go to the Settings area
  2. Click on the Services tile
  3. Select the service you wish to add a tax rate 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, as well as select how many 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. Go to the Settings area
  2. Click on the Services tile
  3. Select the service you wish to add a tax rate 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 from the list of taxes
  7. Click on the "edit" button
  8. Uncheck your service or services from the list
  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. Go to the Settings area
  2. Click on the Services tile
  3. Select the service you wish to add a tax rate 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 from the list of taxes
  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. Go to the Settings area
  2. Click on the Services tile
  3. Select the service you wish to add a tax rate 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 then make sure to add it to products instead of services
  7. Save your changes!

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! 🎉 

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