• Enable sales tax
  • Set up flat-rate taxes for your services
  • Change your sales tax label
  • Charge tax on the service fee

 

Enable Sales Tax

If your local government requires sales tax for your services, you can set up your BookingKoala account to charge tax on top of their service total.

There are two different options when it comes to setting up your sales tax.

  1. If you know your local tax rate and it will not change based on the services your customer purchases, you can set up flat-rate tax for each of your locations.
  2. If your local taxes are complicated or change based on services and locale, you can set up and connect a third-party app called Taxify to calculate your sales tax.  Click here to learn how to link Taxify to your BookingKoala account.

To begin, go to:

Settings > General > Taxes

Click on the red "Disabled" button to change it to "Enabled".

 

Change the Tax Label

To change what the "sales tax" label says in your account, go to:

Settings > General > Taxes

Scroll down to the "Customize Tax Label" section and enter the new term into the box below.

Then press the blue "Save" button.  

 

Flat-Rate Sales Tax

If you'd like to enter a flat-rate tax for your locations, select "Flat" under "

Next, decide whether you want to set up different taxes per location.

Select "No" to have one tax rate for all of your locations.

  

Enter the tax percentage in the box below, and then click the blue "Save" button.

Select "Yes" to enable different sales tax per each location you service. 

Click the blue "Save" button to proceed. A "Location Taxes" section will be added below. 

Select a location from the first drop-down menu, and then enter the tax percentage into the second box.  Lastly, click the blue "Save" button to add sales tax for that location.  

Once you click "Save", the location and the corresponding tax amount will be added below.

If you'd like to edit or delete the tax for any added locations, click "Options" and "Edit" or "Delete".

 

Charge Sales Tax on the Service Fee

If you also charge service fees based on your locations, you can decide whether or not you would like those fees to be tax-exempt or not. This option is controlled under your Form Settings.

To charge sales tax on your service fee, please go to:

Settings > Industries > [Industry Name] > Settings > Form Settings

Next, click "Options", and then "Edit" next to the form you'd like to update.

Scroll down until you see the question, "Would you like to make the service fee taxable?" and select "Yes".

Please note: If you have existing bookings in the system already, this change will only impact new bookings after the setting has been saved. 

Then, click the blue "Save" button at the bottom of the page to update your form.  Repeat these steps for every form you'd like to charge sales tax on the service fee.