Settings – Tax Management

Settings – Tax Management

Article Contents:

This article contains information on the tax management settings.   
Settings> Tax Management > Edit> Select drop-down of Chart Of Accounts


Step-By-Step:

Step 1: Click on the Gear Wheel icon on the top right corner of the screen.

Step 2: Click on the Tax Management button from the left menu. 



Step 3: Adding New Tax Type:  On the TAX LIST column, click on ADD TAX TYPE. Fill in the name of the tax agency. Fill in the percentage applicable for this tax. Multiple taxes can be selected and followed by clicking on ADD TO GROUP.  Once completed, click on Save where you will find the tax has been successfully added to TAX LIST.  





The number should be filled in as per the percentage and not as an amount. Also, just use the numbers in the box as the character “%” is already applied. 


Step 4: Create Tax Group:  From the TAX LIST column, check the boxes next to the tax types. You can select multiple taxes and then click on the Add to Group button below. The taxes selected will be filled in the next column CREATE TAX GROUP. Fill in the Group Title which can be the types of tax selected. Tax Group will show the taxes that were selected from the TAX LIST. Clicking on the "X" icon next to the Tax type if it were accidentally added or to remove it. Click on the CREATE GROUP button where you will find the created group is successfully added to the TAXES GROUP. 



Step 5: Taxes Group: This column will show the list of Tax Groups you have created in the system. Any of these tax groups can be deleted from this column by clicking on the red colored Delete button. 


A pre-created Tax from Tax List or Tax Group cannot be edited. To make adjustments to the tax, it must be deleted from the Tax List or by deleting a tax group from  Taxes Group and following the procedure above to create a new tax type or tax group.




    • Related Articles

    • Settings – Membership Class Management

      Article Contents: This guide covers the ability to map specific tee plans to certain membership classes so that the Tee-Sheet can automatically apply them based on a member's profile. Step-By-Step: Step 1: Click on the Gear Wheel icon on the ...

    • Settings – Inventory Management – Add Item to Inventory

      Article Contents: This article summarizes how to create a new item using the Inventory Center found within Settings. Step-By-Step Step 1: Click on the Gear Wheel Icon on the top right corner of the screen. Step 2: Click on the Inventory Center button ...

    • Class Management - Minimum Group Size for Online Bookings

      Article Contents: This is a step-by-step guide on how to set a minimum for group size for online bookings. Example: If you have a class called Platinum and would like to allow them to book as a single, you can enter 1. However, if you have a silver ...

    • Settings - Class Rate Management

      Article Contents : This article provides step-by-step instructions on how to set up Class Rates. These are rates that are typically used for members. - For public rates, utilize Rack Rate Management. Step-By-Step Step 1: Click on the Gear Wheel Icon ...

    • Settings - Rack Rate Management

      Article Contents : This article provides step-by-step instructions on how to set up Rack Rates. These are rates that are typically used for customers (public rate). - For members, utilize Class Rate Management. Step-By-Step Step 1: Click on the Gear ...