Following this guide will help users ensure that the correct tax rates are applied to their products, leading to less work when checking out.
Tip: There are two different methods you can use to track tax for your products or services. The first method is Category Tax and the second is Product Tax. We recommend using Category Tax to save yourself manual work when it comes to applying a blanket tax to many products at one time.
Add Tax Rates to Categories
Tip: For example, let's say that you offer Skinbetter Skincare. You've created the category for Skinbetter, now you want to apply an 8.25% tax to everything that falls under that category. You'll need to add that tax rate to the category. Follow the steps below to do so!
1. Navigate to https://app.aestheticrecord.com/inventory/products/active
2. Click the "Inventory" tab and "Your Inventory"
3. Click "Add/View Categories"
4. Search for the category that you would like to add a tax rate to
5. Click "Edit" next to the Category, OR "Add Category" if it is not in the system yet
6. Toggle on "Custom tax rule"
7. Click into the location you would like to add the tax
8. Enter the percentage (Taxes vary across states, so make sure to check your required tax rate) and click "Save"
9. After completing the previous step, the tax will be applied to any product under that category when the product is added to the cart!
Adding Tax Rates to Individual Products
Tip: If you only need to add a tax rate to one item, please follow the steps below.
10. Click the "Inventory" tab and "Your Inventory"
11. Select the product you would like to add a tax rate to
12. Click "Tax Settings"
13. Toggle on "Custom Tax Rule"
14. Enter your tax percentage
15. Click "Save"
16. After completing the previous step, the tax rate will be applied to the product when it is added to the cart!