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Tax Rates

If your business is required to collect tax, you can set up one or more tax rates in EquipDash. Once created, these rates can be applied to products, experiences, or your entire catalog.

Creating a Tax Rate​

  1. Click Settings in the sidebar.
  2. Select Taxes from the settings menu.
  3. Click Add new tax. A panel slides in from the right.
  4. Fill in the following:
    • Tax rule name -- a label for this tax rate (e.g., "GST", "VAT", "State Sales Tax").
    • Tax rate (%) -- the tax percentage (e.g., 10 for 10%).
    • Included in price? -- select Tax included in price if your listed prices already include tax, or Tax not included in price if tax should be added on top of the listed price.
  5. Click Create tax rule. The panel closes and your new rate appears in the Tax rates list.

The Add new tax rule form with Tax rule name, Tax rate, and Included in price fields

Managing Tax Rates​

Your existing tax rates are listed under Tax rates on the Taxes settings page. The table shows Tax name, Rate, Included in price?, and Actions columns. From here you can:

  • Edit a tax rate by clicking the pencil icon. The Edit tax rule panel opens; change its name, percentage, or inclusive/exclusive setting and click Save.
  • Delete a tax rate by clicking the trash icon. You will be asked to confirm first.
caution

Deleting a tax rate removes it from all products and experiences it is currently applied to. Historical bookings keep their original tax calculations.

Applying Tax to Products and Experiences​

Once you have created a tax rate, apply it to individual products or experiences:

  1. Open any product or experience.
  2. Go to the Pricing tab.
  3. Select the Tax Rate from the dropdown.
  4. Click Update.

If a product or experience has no tax rate assigned, it is treated as tax-free.

Tax-Inclusive vs. Tax-Exclusive​

ModeHow it worksExample (10% tax on a $100 item)
Tax InclusiveThe price you set already includes taxCustomer pays $100 (includes $9.09 tax)
Tax ExclusiveTax is added on top of the listed priceCustomer pays $110 ($100 + $10 tax)

Choose whichever mode matches your local regulations and how you prefer to display prices.

Tax-Exempt Bookings​

Some customers -- such as registered charities, schools, or government bodies -- don't pay tax. EquipDash lets your staff mark an individual booking as tax exempt at the till, so that one booking is charged with no tax while everyone else is taxed as normal.

Step 1 -- Turn the option on​

This is off by default. To switch it on:

  1. Click Settings in the sidebar.
  2. Select Taxes from the settings menu.
  3. Open the Tax exempt bookings section and switch on Allow tax exempt bookings. Your change saves automatically -- you'll see a "Saved" confirmation in the corner.

The Taxes settings page with the Allow tax exempt bookings toggle switched on

Once it's on, a Tax exempt option appears in the booking cart when you create a booking in the POS. Leave it off and the option stays hidden.

Step 2 -- Mark a booking tax exempt​

  1. Start a new booking in the POS and add your items.
  2. In the cart, under Adjustments, switch on Tax exempt.
  3. The tax line disappears and the Total drops to the pre-tax amount.
  4. (Optional) Type the reason in the Reason box -- for example the organization's name or exemption certificate number. This is saved on the booking for your records.

You can also turn it on (or off) when editing an existing booking.

Where it shows afterward​

On the booking's detail page, the payment breakdown shows Tax exempt in place of the tax lines, along with the reason you entered -- so anyone looking at the booking can see why no tax was charged.

note

Tax exempt applies to the whole booking. If you only need it occasionally, leave the setting on -- staff simply ignore the toggle for regular bookings, and switch it on for the tax-exempt ones.

Things to Keep in Mind​

  • You can have multiple tax rates (e.g., different rates for products vs. experiences, or for different regions).
  • Changing a tax rate does not retroactively update existing bookings. Only new bookings use the updated rate.
  • Tax breakdowns appear on booking confirmation emails, payment receipts, and revenue reports.
  • Consult your accountant or tax advisor to determine the correct rates and settings for your region.