How to add a tax code

Tax codes can be assigned to activities, products, memberships and items for integration with an electronic point of sale and to override the global tax percentage.

1. Go to Settings > Feature choices and tick the Dashboard - Settings - Financial - Tax codes box.

2. Click Update settings.

3. Go to Settings > Financial > Tax codes > Add tax code. 

You then need to enter information on the following:

Name
Code
Percentage

4. Click Update tax. 

5. You can add tax codes to activities, memberships, products or EPOS intergrated systems individually or at the same time:

To assign all tax codes at the same time go to Settings > Till & admissions > Till price look-up codes. 

To assign tax codes individually please read below: 

1. Activities: Go to Settings > Activities > Click on an activity to open it up > Click the Financial green cross symbol > Choose a tax code from the drop-down box.
2. Memberhips: Go to Settings > Memberships > Click on a membership to open it up > Choose a tax code from the drop-down box.
3. Products: Go to Settings > Till & admissions > Till products > Click on a product to open it up > Choose a tax code from the drop-down box.
4. EPOS intergration: Go to Settings > Financial > Payment options > Electronic point of sale > Choose a tax code from the drop-down box.