Booking Taxes

Booking Taxes add tax rules to appointment pricing.

Booking tax rules are configured separately from TruCommerce taxes and affect eligible booking charges.

What this feature is for

Booking Taxes apply configured tax rules to appointment pricing. The Tax Location choice in Booking Settings determines whether location matching should be based on the customer or provider context, so a tax rate should be designed together with that global policy.

A practical way to use it

Decide whether Booking taxes are based on customer or provider location in Booking Settings.
Create the tax/rate records needed by your business.
Associate location/conditions exactly as required by the tax rule.
Test the same service with representative locations before opening bookings.

How it connects to other features

Booking Settings supply the location basis. Services/extras/discounts build the commercial subtotal, and the final amount then flows to deposits/TruPayments. Booking tax configuration is separate from TruCommerce tax categories/rates.

What to expect after changes

Changing tax configuration changes future appointment totals. Keep historical invoices/appointments intact and use effective business changes prospectively unless your accounting process specifically requires otherwise.

Where to find it

Open Booking Tools → Taxes.

How Booking tax rules are chosen

A tax rule combines rate/amount and geography. The global Tax location basis in Booking Settings decides whether the customer location or provider/service location is used to match the rule. Configure that basis first; otherwise a correct tax rate can appear to match the “wrong” place.

Field and action reference

Use the tables below when you need the exact meaning of a field, column, filter or action. Read the workflow and dependency sections above first so each option is used in the right context.

Using the list page

Column	Use
Name	Shows the record name.
Type	Shows the configured record type.
Amount	Shows the amount value recorded for each row.
Country	Shows the country value recorded for each row.
Province/State	Shows the province/state value recorded for each row.
Included	Shows the included value recorded for each row.
Actions	Contains the management actions available for the record.

Field reference

Field / option	Use
Name	The human-readable name used to identify this record.
Type	Selects the available record type.
Rate	Sets the rate applied by this tax/price rule.
Amount	Sets a fixed monetary amount where the selected rule uses one.
Country	Selects the country associated with the address, zone, or tax rule.
Province/State	Selects or records the province/state associated with the rule or address.
Included	Controls whether the configured tax is treated as included where supported.
Is Active	Controls whether this record is treated as active.

Actions available

Create
Edit
Delete

Booking Settings · Services · Appointments · Overview