📝 Overview
These instructions will help you set up sales tax rates and apply them where applicable to the products and services you offer. Correct tax setup ensures accurate billing, compliance with local tax regulations, and simpler reporting for your business.
🔑 Authorizations
Before you proceed:
Ensure you have access to Settings → Management → Taxes within the software.
Confirm you have the authority to add, modify, or disable tax rates for your business.
Familiarize yourself with your local tax rules (region, classifications of products/services) so you enter rates correctly.
🛠️ Setup Tax Rates
This section explains how to set up, edit, and manage sales tax rates in your DaySmart software. You’ll learn where to find tax settings, how to enable and name each rate, and how to apply them to products and services for accurate billing.
Click the arrow to learn more about setting up tax rates
Click the arrow to learn more about setting up tax rates
From the Cloud website, click More → Settings.
In the sidebar under Management, select Taxes.
At the top, confirm your Region setting so tax calculation aligns with your location.
Click Enable next to a tax item. Enter the Name and Rate. Repeat for other applicable taxes.
After setup, you can Modify or Disable a tax at any time.
When adding or editing a product or service, check the box next to each tax that applies. Existing items can be updated similarly.
❓ FAQs
Find answers to common questions, edge cases, or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Why isn’t tax showing up when I close out a ticket or appointment?
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Click the arrow to view the answer
Several reasons may apply:
The item/service was not assigned a tax checkbox in its settings.
The region setting under Taxes is incorrect or not selected.
Review these areas and perform a test transaction after adjustments.
What should my tax rate be for my location?
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Click the arrow to view the answer
The correct tax rate depends on your specific jurisdiction (state, county, city). You should review your local tax authority’s guidelines or speak with your accountant to determine the correct rate. Once confirmed, enter the exact percentage in the tax setup screen.
How do I apply multiple taxes to one item?
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Click the arrow to view the answer
Check all applicable tax boxes when editing the item. The software will apply each tax rate cumulatively during checkout.
Can I change a tax rate after items have been sold?
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Click the arrow to view the answer
Yes, navigate to Settings → Taxes, modify the rate, and save.
Note: This does not retroactively change existing transactions unless manually edited, if you need the rate changed on a closed ticket you will need to void and recreate the ticket after updating the sales tax rate.
Will disabling a tax remove it from items already sold?
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Click the arrow to view the answer
No. Disabling a tax prevents it from applying to new items. Items sold previously that included that tax will not automatically update.