Configuring Tax Settings

Overview: What are we talking about?

This article will describe how to set up your tax settings in Gingr.

This article includes:

• Helpful Hints
• Location Tax Settings
• Reservation Type Tax Settings
• Service Tax Setting
• Open Line Item, Package, and Retail Item Tax Settings
• FAQ

Helpful Hints: Before you begin.

• In Gingr, you have a tax rate that can apply to anything you sell in Gingr. You can control what your tax rate is and what items are charged tax on multiple levels.
  
  
• If you are unsure of your local sales tax amounts or laws, please reach out to your local government resources or financial advisors.

How to: Manage location tax settings.

1. Navigate to Left-hand Navigation: Admin » Tax Settings.
   
   
2. Configure the following settings under Location Settings:
   
   
   • Tax on Reservations: If you are required by your local government to collect sales tax on any reservation sales, then set this to yes. You can control whether or not specific reservation types are taxed or not when setting up those specific types of reservations.
     
     
   • Tax on Open Items: If you are required by your local government to collect sales tax on any open item sales, then set this to yes. You can control whether or not specific open item types are taxed or not when setting up those specific types of open items.
     
     
   • Tax on Services: If you are required by your local government to collect sales tax on any service sales, then set this to yes. You can control whether or not specific service types are taxed or not when setting up those specific types of services.
     
     
   • Tax on Packages: If you sell packages and you are required by your local government to collect sales tax on any package sales, then set this to yes. You can control whether or not specific package types are taxed or not when setting up those specific types of packages
     
     
     • A package in Gingr is commonly called a punch card. An example of a package might be “10 Day Daycare Package”.
       
       
   • Tax on Retail items: If you sell retail items and you are required by your local government to collect sales tax on any retail sales, then set this to yes. You can control whether or not specific retail items are taxed or not when setting up those specific items.
   • Sales Tax Rate: enter your total sales tax rate as a decimal.
     
     
     • If you have a sales tax of 8.5%, then you would input it as .085 in Gingr.
       

How to: Manage reservation type tax settings.

Along with location settings, you can adjust whether or not specific reservation types require tax. 

1. Navigate to Left-hand Navigation: Admin » Tax Settings.
   
   
2. Under Reservation Types, you will see all the Reservation Types in the app listed. Toggle the tax settings on or off as needed.

How to: Manage service tax settings.

Along with location settings, you can adjust whether or not specific services require tax. 

1. Navigate to Left-hand Navigation: Admin » Tax Settings.
   
   
2. Under Services, you will see all the Services in the app listed. Toggle the tax settings on or off as needed.

How to: Manage open line items, packages, and retail items in tax settings.

You can adjust the tax on specific open line items, packages, and retail items as well. 

1. Navigate to Left-hand Navigation: Admin » Tax Settings.
   
   
2. Under the appropriate section, you will see all the items in the app listed. Toggle the tax settings on or off as needed.

FAQ:  

How do I set up a customer so they are tax exempt? 

Gingr does not currently allow tax exemption, so you would need to utilize a workaround for this.

1. Create a Tax Exempt Payment Method in Admin » Payment Methods » + Add Payment Method. (Settings should not have a processor, and then the zero payment will be No).

2. Check the transaction out using a split payment. Charge the Subtotal (charges without tax) to whichever payment method they are using, then apply a payment for the tax charged using the Tax Exempt payment method.

3. Then, when it comes to pay your sales taxes, you will just subtract the Tax Exempt payment method totals from the other tax totals, and that will give you the amount that you owe for taxes.