Configuring settings for taxes (and fees)

By default, all Enabled taxes display. You filter the tax list by tax status: Enabled, Disabled, or All.

The following information displays for each tax configured: ID, Name, Amount, Type, Applied (to), Account Number, and (Display) Order. We describe the settings this data matches below under Tax Setup.

You can sort the list in ascending or descending order. By default, the list sorts by tax name in ascending order (A-Z).

To configure a new tax in your system, click the +Create Tax button in the left sidebar.

• Why do my old invoices change when I change my tax configurations?

Choose a name for your tax. This shows on your invoices and reports, so select a name that makes sense to you and your Customers.

If you have a tax account number you need to show on your invoices, enter the value here.

The amount of tax you want to apply to the bookings. Select the $ (adjust by a fixed amount) or % (adjust by percentage) button and enter an applicable figure in the text field.

Select a type from the dropdown menu that shows if you are choosing a fixed amount. The options currently available are as follows: Percent, Flat Fee per Booking, Flat Fee per Product, Flat Fee per Days, or Flat fee per Quantity.

Here you can have the tax apply to specific Customer segments.

You can apply the tax to all customers, only customers residing in your province/state/county, only customers living in your country, or only international customers. This is based on the locale settings in your system.

For step-by-step instructions on how to set up a location-specific tax, please see the following help article:

• How do I set up a location-specific tax?

You can choose an additional tax Calculation Method here. Select either a Compound or Inclusive tax.

A compound tax is applied on top of already taxed inventory.

An inclusive tax is already included in the inventory's price.

For inclusive taxes, you can also select the Hidden to Guest option to prevent the tax from showing on Customer invoices.

The inventory product must be configured to charge tax. If it is not, the tax does not apply, regardless of your setting.

Click the arrow to expand the inventory list and select which product is tax applicable. Check the box labelled Apply By Default (Opt out) to automatically add the tax to new products in your inventory.

New taxes apply to all products in your inventory by default.

You can remove taxes from specific products by turning them off in the product's Pricing tab. Click the status button to turn it off.

You can opt out of a tax after a booking has been created.

This is done per product basis by clicking on the Edit tab while viewing a booking, locating the required product, and clicking the Change button.

You can uncheck the taxes you wish to remove in the Change product window. Click the Save button when finished.

This process removes the applicable tax for that product only. Any other products in the booking that are also opted into that tax remain opted in unless you repeat the process and remove the tax manually.

If you wish to remove a tax from a booking, click the Remove button in the main tax table under a booking's Edit tab.

This process removes that tax from all the products in the booking previously opted into the tax. The invoice total is then updated.

When editing a product in a booking via the invoice, the following rules are valid:

• Parent products only show the taxes that apply to them, not to their children
• Child products only show the taxes that apply to them, not from their parent
• Changing a parent product's taxes should affect only the parent.

Children should have the same taxes as before the parent was saved.

Currently, the products do not support Product Grouping (parent and child setup).

A Remove button for each tax appears on the main Invoice page (not the product edit modal). Clicking this option removes the associated tax from all products in the booking.

While the online Booking Fee is active by default, you can configure the online Booking Fee Calculation Method as follows.

1. Start by clicking the name of the online Booking Fee to access the Edit Tax modal.
2. From the Edit Tax modal, consider your Calculation Method options.
   
   By default, the online Booking Fee is not set to inclusive. The online Booking Fee is configured to be added to the invoice's Sub-Total. The amount is displayed before the booking Total within the Create Booking, Payment, Booking Summary, and Booking Invoice pages.
   
   Select the Inclusive checkbox if you want the fee to display after the booking Total within the Payment, Booking Summary, and Booking Invoice pages. In this case, the online Booking Fee is not charged on top of the Sub-Total, as it is presumed that the tax is already included in the product's asking price.
   
   Choose to set the online Booking Fee as Inclusive and Inclusive Hidden to Guest if you need to hide the online booking fee on the invoice.
   
   In all three cases, Stripe automatically deducts the fee from the amount paid and remits the amount.
   
   
3. Save or Update your online Booking Fee to save your changes.

When booking, the online Booking Fee is displayed to Guests and can be reported via the Transaction report. The online Booking Fee is non-refundable at this time.

You can modify the name, order, and inclusivity of the online Booking Fee, but NOT the amount and compounding. You also cannot archive the fee.

Learn more about Booking Fees here:

• Working with Booking Fees