Setting Up Sales Tax

MyTime provides businesses with the capability to establish city, state, and local taxes per location for various offerings such as services, products, classes, packages, memberships, or environmental fees. Once configured, these taxes are automatically included during the checkout process in the Point of Sale (POS) system. This article will guide you through the steps involved in setting up taxes.

Things to know:

• Access to configure taxes is managed through the "Accessing Tax Settings" access control setting.
• Taxes cannot be configured for gift cards
• Taxes for services and products are configured by category
• Taxes can be set for the add-on category or individual add-on services. This is controlled by a hidden setting that only the MyTime team can enable. To enable the hidden setting, please contact our Support Team at support@mytime.com.
• Once a tax is configured for an item group, it cannot be removed on the POS ticket directly. It can only be edited or deleted in Business Setup > Settings page. 

To get started: 

1. Navigate to Business Setup > Settings 
2. Locate the Tax Configuration & Management setting                                                                                                    
3. Click on the + Add Another Tax hyperlink
4. When the modal opens, you will be able to add the following:
   • Tax Name*: The name of the tax that should be displayed on the POS ticket. This field is required. 
   • Regular Rate: Enter the tax percentage that should be charged. This field is required. 
   • Exempt Rate: This represents the tax rate applied to clients who have been designated as "tax exempt" on their client profile or in POS
   • Applicable Locations: Select the locations where the tax will be applicable 
   • Applies to:Here is where you can choose the items or transactions to which the tax should be applied. For example, if your state has a mandatory service tax that applies to only specific services, you can select those categories from the list. 
     • Service Categories: Allows you to select all or individual service categories
     • Add-ons: Allows you to select all or individual add-on services. 
       • The add-on field will be greyed out and unavailable if you check the add-on checkbox in the service category field
       • If you choose to update a sale tax that was configured before the add-on setting was enabled, you will not be able to make any selections in the add-on field. When you attempt to do so, the add-on field will be greyed out. 
     • Product Categories: Allows you to select all or individual product categories
     • Memberships: Allows you to select all or individual memberships
     • Class: Allows you to select all or individual classes
     • Packages: Allows you to select all or individual packages
     • Environmental fee: Allows you to select all or individual environmental fees           
5. Once configured, click Save in the modal 
6. Then save it again at the bottom of the main settings page 

The tax will be automatically applied in the Point of Sale (POS) system and the booking widget when checking out a client. Additionally, the tax will be displayed on printed receipts or receipts sent via email or SMS.

POS                                                                 

Booking Widget   

Receipt    

For more information, contact us at support@mytime.com. 

Related Article

Deleting Sales Tax