Set up tax rates for services and add-ons
Create a tax rate and attach it only where your business needs it.
OneDiary can calculate and show tax within service and add-on totals. It does not decide whether your business should charge tax, so use rates that match your own tax position.
In the app Create rates in Taxes, then attach them from a service or add-on option.
Open Taxes and tap the plus button.
Enter a clear name, such as VAT, and the percentage rate, then save.
Open Services, edit a taxable service and choose the tax rate in Pricing.
For an add-on option, choose whether it inherits service tax, has no tax or uses selected tax rates.
Check the gross price and tax included on a test booking and transaction.
In the portal Create the rate in Taxes and link it from service or add-on pricing.
Open Taxes and select Add tax.
Enter the name and percentage, choose its active state and save.
Open the relevant service and enable tax in Pricing, selecting the correct rate.
Set add-on option tax treatment separately where it should differ.
Archive an unused rate rather than changing its meaning for future work.
Tax is a business decision
- Confirm the correct rate and pricing treatment with your accountant or tax adviser when unsure.
- The booking and transaction views show tax included so totals can be reconciled.