Summary
This article explains how to set up and apply sales tax in an account.
Important
A sales tax associated with an appointment cannot be deleted.
Changes to tax settings will apply to new appointments going forward.
Creating Sales Tax
From your ZenMaid Dashboard, go to Settings and select Taxes under the Client Billing section.
To set your Primary Tax, click Add another primary tax rate.
To set your Secondary Tax, click Add another secondary tax rate on the same page.
Applying Sales Tax to an Appointment
Go to the appointment where you want to apply sales tax.
Locate the Billing section in the appointment sidebar.
Select the desired tax from the Primary Tax or Secondary Tax dropdown.
Additional Information & Points to Note About Tax
You can mark a sales tax as a default so it is automatically applied to every new appointment.
You can choose to hide the sales tax from the Billing section of the appointment sidebar.
The Sales Tax report does not show a breakdown by individual tax rate. Use the Tax Rate report to see the total tax collected for a given time frame.
For tax-exempt customers or those requiring a different rate, create a secondary tax rate set to 0% and select it under the Financials section when creating their appointment.
Keywords
Sales tax
Tax settings
Client billing
Primary tax
Secondary tax
Appointment billing