This article will guide you through how to manage your sales taxes in ClubReady when adjustments need to be made due to new state sales tax, etc.
NOTE:
- When adding a new sales tax to a sales package, it will not affect existing agreements invoices. You will need to manually adjust the invoice to reflect the new sales tax.
1. Creating A New Sales Tax Schedule
You will first need to add the new sales tax that needs to be applied to your memberships, services and/or products.
To access this screen click on Setup > Sales > Sales Tax. Type what you want your tax schedule called and click the Create New Sales Tax Schedule button.
2. Deleting An Existing Sales Tax Schedule
With your new sales tax already created, you need to make sure the existing (old) sales tax is removed from the system.
To access this screen click on Setup > Sales > Sales Tax. Under the Existing Sales Tax Schedule, select the red x next to the sales tax that needs to be removed.
Applying The Sales Tax Schedule
Once the new sales tax has been created, make sure to update the items that need the sales tax to be applied. Please refer below to the different settings where you need to apply the new sales tax for your club
1. Default Settings
To set your sales tax defaults in your club, go to; Setup > Sales > General Settings.
You will be able to define separate overall default sales taxes on your Products, Clothing Categories, and various package types, and setup fees. These club defaults can be overridden by the settings for an individual product, package or setup fee.
2. Sales Packages
Locate your sales package under Setup > Sales > Sales Packages and select your sales package to open to the Settings tab. Go to the field for Sales Tax Schedule - If sales tax should be applied to the invoices for this package, select the sales tax amount from the drop down menu.
3. Products
To locate a product go to; Setup > Products > Products. To edit the sales tax for an existing product, search and select the product from your products list. From the General tab, search for the Sales Tax Schedule - To have sales tax applied it must be selected from this drop-down menu.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Club Setup: Can access setup
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Club Setup: Club Setup: Can access sales taxes setup