Get ready to streamline your tax process! Adding tax to your packages is a breeze and we're thrilled to show you how it's done. With just a few simple steps, you can easily apply taxes to an entire package at once, saving you time and energy.
Note: If you are adding a tax to a new package as you are creating it, Click Here to skip package selection
Select Your Package
First navigate to Settings>Packages and Coupons
Next, select the service to add the tax, and click on the edit icon.
Add Your Tax
Scroll down to the section Set your package price and click on Add Tax
In the drop-down that appears, select all taxes you want to apply to your package. You can select more than one tax.
Below the price, you will see the total tax added to the package. Click on Price Breakdown to see the breakdown of how it will appear to your customer.
And that's it! This tax will automatically be applied to this package whenever it is purchased online, added to a client by your staff, or added to an estimate/invoice.
If I add a tax to my services, will it automatically add the tax if that service is added to a package?
No, tax must be added to packages and services separately. Click Here for a guide to adding taxes to Services.
Will this tax automatically apply if I add the package to an estimate/invoice?
Yes! The tax will automatically be added everywhere this package appears
If I add a tax to a package after an estimate/invoice has been sent, will the tax apply to that item?
No, adding a tax to a package only affects instances going forward. It will not change anything that has already been sent to a customer.