How do I apply Client Sales Taxes at a Location?

After a Client Sales Tax record has been established, it can then be applied at a Location. Then, all Services at that Location will have the Client Sales Tax applied.

Here's how:

1
Click on Locations in the navigation pane.
2
Use the search and filter options to locate your Location. Click on the location name to open it
3
Scroll down to the Sales Taxes section. Here will be a listing of all Sales Taxes for this Location. Click on Assign Sales Tax.Assign-Sales-Tax
4
From the Sales Tax drop-down menu, select the Sales Tax record you just created.Choose the sales tax
5
Click Save.

Now each Service at this Location will have the Sales Tax applied.

Assigning Sales Taxes to a Location via Bulk Import

Learn how to assign one or more sales taxes to a location using Discovery's bulk import tool.

If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.