This article will guide you through setting sales tax defaults for your club. Sales tax defaults can be configured for products, clothing categories, package types, and setup fees. These default tax settings can be overridden at the individual item level when needed.
Contents
- Before You Begin
- Create Sales Tax Defaults
- Understanding Sales Tax Defaults
- Use Cases
- Frequently Asked Questions
Before You Begin
Requirements
You must have a Master Admin login or a staff login with the following permissions:
- Club Setup: Can Access Setup
- Club Setup: Can Access Sales General Settings
Important Notes
- Sales tax defaults are applied at the club level.
- Default tax settings can be configured separately for products, clothing categories, package types, and setup fees.
- Individual products, packages, or setup fees can have their own tax settings that override the club defaults.
Create Sales Tax Defaults
Navigate to Setup > Sales > Sales 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, if desired. Click Update Settings to save your changes.
Understanding Sales Tax Defaults
Sales tax defaults provide a starting point for taxable items sold through your club.
When a new product, package, or setup fee is created, the system can use the club-level tax defaults unless a specific tax rate has been assigned directly to that item.
This allows clubs to maintain consistent tax settings while still having the flexibility to customize taxes for specific offerings when needed.
Use Cases
- Applying the Same Sales Tax Across Most Products
- A club is located in a jurisdiction where all retail products are taxed at the same rate.
- The club sets a default sales tax rate for products within Sales Settings.
- Result: New products automatically use the club's default tax rate, reducing setup time and ensuring consistency.
- Creating an Exception for a Specific Product
- A club has a default sales tax rate configured for all products but sells a specialty item that is taxed differently.
- The staff member sets a unique tax rate on that individual product.
- Result: The product uses its specific tax rate while all other products continue to use the club default.
- Setting Taxes for Membership Packages
- A club offers multiple package types that are subject to local sales tax.
- The club configures package tax defaults in Sales Settings.
- Result: New packages inherit the default tax settings unless an override is configured at the package level.
Frequently Asked Questions
Q: Do sales tax defaults apply to all products and packages automatically?
A: Sales tax defaults are used unless a specific tax setting has been configured on an individual product, package, clothing category, or setup fee.
Q: Can I override a sales tax default for a specific item?
A: Yes. Individual products, packages, clothing categories, and setup fees can be configured with their own tax settings.
Q: What happens if I change a sales tax default?
A: Future transactions will use the updated default settings unless an individual item has its own tax configuration.
Q: Where do I manage sales tax defaults?
A: Navigate to Setup > Sales > Sales Settings.
This article will guide you through setting your sales tax defaults for your club.
Navigate to Setup > Sales > Sales 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, if desired. Click Update Settings to save your changes.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Club Setup: Can access setup
- Club Setup: Can access sales general settings