How to apply tax to individual items

This article is for:

Build

Elevate

Innovate

If you're registered to pay tax with your local authority, then you can collect tax on your products and services in Timely. You can apply taxes to services, classes, products, packages and discounts. These can be applied individually, or you can apply a single tax code to all of your items. In this guide, you will learn how to add taxes to individual items.

You also have the option to apply a tax code directly to an individual service, class, product, package and/or discount. Steps 2 - 4 are the same for all separate items, however step 1 is unique to the area of Timely.

Step 1

Apply tax to a Service

1 Head to setup from the main menu in your Timely account dashboard, and click on services, and then press edit on the service you would like to update.

Apply tax to a Product

1 Head to setup from the main menu in your Timely account dashboard, and click on products, and then press edit on the product you would like to update.

Apply tax to a Package

1 Head to setup from the main menu in your Timely account dashboard, and click on packages, and then press edit on the package you would like to update.

Apply tax to a Discount

1 Head to setup from the main menu in your Timely account dashboard, and click on taxes, and then press edit on the tax you would like to update.

Timely note: if you have multiple tax codes or have some items that are tax-free, then we recommend not applying tax to your discounts.

Steps 2 - 4

2 Under the details heading, choose a tax rate from the drop down list.

3 Check the price includes tax box if you want the tax to be inclusive (i.e. included in the price rather than added to it).

4 When you are ready, click save to apply your changes.