Configure Taxes to be applied to your products in Manage > Organization & Facility Settings > Taxes.
Tax Types are things like State Tax, City Tax, County Tax, Soda tax, etc. Each can be configured to have a different rate at each facility.
Tax types are then grouped together into Tax Groups and Tax Groups are assigned to products.
For example, a ‘Carbonated Beverage' Tax Group could include the State Tax, City Tax, and Soda Tax Tax Types. You would then assign the 'Carbonated Beverage’ Tax Group to all your carbonated beverage products.
Multigym: Each Tax Type can have a unique rate per location.
Here is how it all links together:
Configuring Tax Types
Configure all the different tax rates you need by type here.
Each Type can be configured to apply to one, some, or all facilities.
Tax Type appears on the Customer Receipt if there is a tax rate applied for that facility.
- Click Add Tax Type (ie, State Sales Tax)
- Assign it to an Account and give it a code.
- Click OK to create the Type.
- Click the Tax Name you just created to Add New Tax Rates to this tax type.
- Add New Tax Rate let’s you create rates per facility, set whether the tax is inclusive or not, schedule upcoming rate changes, and create a receipt label.
- If a gym is not included as a Tax Rate, it will not see this Tax Type on the receipt
Set up Tax Groups
Tax Groups are the collection of Tax Types applied to a group of products.
We recommend you name the groups so that it is easy to assign in products, like Pro Shop, Passes, Membership, Sugary Drink groups.
Groups can also be used to track sales, such as when you have to track and report, with a 0% tax rate.
Tax Groups are applied individually to each product in the product settings (go to Products, click Product Name, click Edit and select Sales Tax tab)