Set up and Charge Sales Tax

You can charge sales tax for any purchase your client makes through OfferingTree. This allows you to collect your sales tax at the time of purchase and have the funds already in your possession ready to pay your tax authority.

Adding Tax Rates

You can create a tax rate under the "Business Settings" section of your admin site under the "Sales Tax" tab. To create your tax rate, press the "Add Tax Rate" button on the top of the page. This brings up a simple form where you can enter the name of the tax rate as well as its percentage. You can add as many tax rates as you need.

After you create your tax rates, you can assign one tax rate per category of all possible offerings that are available. You can pick and choose which categories of purchases get which tax rate (or None for no tax rate).

Editing Tax Per Item

Each item uses your category's default tax rate. To override it, open the event, event series, appointment, package, membership, or store item (digital, physical, or generic) and choose a different tax rate or No tax.

Tax Line on Purchases

After assigning tax rates, when your clients purchase from you they will see a line item for the tax rate when they go to pay for your offering.

Viewing Tax Reports

Collected Sales Tax Report

To view sales taxes collected via payments or gift card usages over a selected time period, head over to Reports and find the Collected Sales Tax report.

Total Sales Report

To view the taxes collected, go to "Reports" and choose the "Total Sales" report. In this report you can view the sales tax collected over various time periods.

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