TaxJar Integration

BoothBook

Last Update 10 maanden geleden

TaxJar is currently in Beta.


It's no secret that sales tax can cause a HUGE headache in the USA and Canada when it comes to multiple states, products and services. The last thing you want to be doing during the busy seasons is checking your tax rates are correct for each event, so we're going to do it for you with our full integration.

TaxJar takes your business location, and the location of the event - and then figures out which state, county and city taxes apply. This means you can now dig into your packages and extras to choose whether tax exempt statuses apply to individual items. It also calculates tax based on your travel rate, and how it applies cross border, or across state and city lines. 

Written Instructions:

How do I enable TaxJar?

1. Head to Top User Menu > Settings > More Integrations > Tick Enable TaxJar

2. Once ticked:

  • It enables 'excluded tax' as a global setting
  • It enables the 'booking summary' setting on the booking form with the tax breakdown for each line item (if applicable)

3. It enables a '+ sales tax' label on your booking form showing a non monetary value ie. displaying with every extra/package

What happens when it's enabled?

  • When customers are on your booking form, they will see '+ sales tax' (see image above) next to each price while they build their shopping cart
  • At the bottom of your booking form, instead of the 'Book Now' button, it will say 'View Summary' (you can translate this)
  • At the point of clicking 'View Summary', BoothBook will send all the booking data to TaxJar (in background) and TaxJar will return the correct tax amount based on your business address, the clients venue address and the jurisdictions that apply e.g country, state, county, city
  • In their summary they will see:
  • a) All items they selected with the tax amount next to each
  • b) Any applied coupons and the discount that applies to
  • c) Any jurisdictions that have been applied
  • Once the customer views summary and is happy to go ahead, they click 'Book Now' and it will process the booking as normal.
  • Please note: If a client changes anything ie. adding additional services, before clicking 'Book Now', they must click view summary again to update the calculations

What if I have tax exempt products & services?

Once you have enabled TaxJar as above, it will automatically add sales tax to ALL Extras an Packages on a booking form.

If there are certain items that are tax exempt in your area, you can amend these by following the below.

  • Go to a Package or Extra that you wish to make tax exempt > Edit
  • Scroll down to Additional Settings
  • Select the relevant category that makes it tax exempt, e.g. see below 
  • Click Save
  • Please note that the the choice you set here will apply to the whole package, including any included Extras

Will TaxJar apply to all of my bookings?

  • TaxJar will only apply to bookings that are confirmed AFTER you have enabled TaxJar.
  • If you wish to see the breakdown of the sales tax for a booking that has used TaxJar > head to your bookings list > Choose the applicable booking > Click the folder icon on the right column > View Breakdown

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