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How to Set Up Sales Tax for Appointments

Learn how to configure primary and secondary sales tax settings and apply them to appointments in your account.

Written by Natalia
Updated today

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

  • 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.


Keywords

  • Sales tax

  • Tax settings

  • Client billing

  • Primary tax

  • Secondary tax

  • Appointment billing

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