Overview
If you apply tax to any of your services you will need to set up tax rates in Oases and apply them to a session type.
This can also be used to add a processing fee to session types.
Article Sections
- Setup Tax Rates
- Apply Tax Rates to a Session Type
- Proportional Tax Rates
- Absolute Proportion
- Percentage Proportion
Setup Tax Rates
1. In the main menu select: Setup > Company > Tax Rates.
2. To add a tax rates press Add Item.
3. Name your Tax and add the percentage with no symbol as shown below.
Apply Tax Rates to a Session Type
4. In the main menu select: Setup > Other > Session Types.
5. If a Session Type is taxable press the pencil in the tax column.
6. Select one or more tax rates for the session type and press Save.
7. The tax rate/s selected will be applied to any invoice containing the session type. Keep in mind you may need to have two session types if the tax will not apply to all circumstances, for example: Summer Camp Taxed and Summer Camp Non Taxed.
8. The invoicing rate you program should not include tax as this will be added by Oases at invoicing.
Proportional Tax Rates
9. If your tax does not apply to the entire charge for a session type set the absolute or percentage that is to be taxed when allocating the tax rate to the session type.
Absolute Proportion
10. This is a finite figure that the tax will be applied to. So if the session type bills at $100.00 and the tax is to be applied to $38.00 of that $100.00 - add 38 as your absolute to the Applies field.
Percentage Proportion
11. This is a percentage that the tax will be applied to. So if the session type bills at $100.00 but for some families $90.00 and the tax is to be applied to 50% of whatever the price is, add 50% as your percentage in the Applies field.