The **Sales Tax Codes** feature in Art Center Canvas allows you to define and manage tax rates applied to various sales items such as classes, events, and merchandise. Setting up and maintaining accurate sales tax codes ensures compliance with local tax regulations and simplifies the application of taxes across the system. --- ### **Accessing Sales Tax Codes** 1. Navigate to **Admin > Finance Setup & Functions > Sales Tax Codes**. 2. The **Add/Edit Sales Tax Codes** page will display. --- ### **Fields in Sales Tax Code Setup** |**Field**|**Description**| |---|---| |**Tax ID**|A unique identifier automatically assigned to each tax code.| |**Tax Code**|A short, descriptive name for the tax (e.g., "Standard Tax" or "Reduced Rate").| |**Tax Rate**|The percentage rate of the tax (e.g., "7.00" for 7%).| |**Description**|A detailed description of the tax code, including its purpose or jurisdiction.| |**Tax Group**|An optional grouping field to organize related tax codes (e.g., "State Tax," "County Tax").| --- ### **Creating a New Tax Code** 1. **Enter Tax Details**: - Fill in the **Tax Code**, **Tax Rate**, and **Description** fields. - Optionally, assign the tax to a **Tax Group** for better organization. 2. **Save the Tax Code**: - Click **Save Tax Code** to add the new tax code to the system. 3. **Verification**: - The newly created tax code will now be available in the dropdown menus during the setup of classes, events, or sales items. --- ### **Editing an Existing Tax Code** 1. **Select the Tax Code**: - Use the dropdown at the top of the page to select the tax code you want to edit. 2. **Update the Details**: - Modify the fields as needed (e.g., change the rate or update the description). 3. **Save Changes**: - Click **Save Tax Code** to apply the updates. --- ### **Deleting a Tax Code** 1. **Select the Tax Code**: - Use the dropdown to locate the tax code you want to delete. 2. **Click Clear Tax Code**: - This action removes the tax code. Ensure the tax code is not assigned to active classes, events, or sales items before deletion. --- ### **Using Tax Codes in Setup** Once created, tax codes can be applied to various modules in the Canvas system: - **Classes**: - Assign a sales tax code during [[Class Activity Scheduling#3. **Pricing Details**|class]] setup to automatically calculate taxes on class fees. - **Events**: - Add the tax code to [[Events Overview#**Creating and Managing Events**|event ticket sales]] to ensure compliance with local tax regulations. - **Sales Items**: - Apply the tax code to merchandise or services during [[Shop Overview#**Creating a Sales Item**|sales item setup]]. --- ### **Best Practices** 1. **Regularly Review Tax Rates**: - Ensure all tax codes reflect current rates and regulations for your jurisdiction. 2. **Use Descriptive Names**: - Assign clear and meaningful names to tax codes for easy identification during setup. 3. **Group Similar Taxes**: - Use the **Tax Group** field to organize related tax codes for efficient management. 4. **Verify Assignments**: - Check that all applicable classes, events, and sales items have the correct tax codes assigned. --- ### **Troubleshooting** - **Tax Code Not Appearing**: - Ensure the tax code has been saved and is active in the system. - Verify the tax code has not been inadvertently deleted. - **Incorrect Tax Calculations**: - Double-check the **Tax Rate** and its application in the setup of the respective class, event, or sales item. --- ### **Use Cases** 1. **Standard Sales Tax**: - Apply a state-mandated tax rate to all merchandise sold in the storefront. 2. **Event-Specific Tax**: - Use a reduced tax rate for ticketed events, as per local regulations. 3. **No Tax for Exempt Items**: - Create a "No Tax" code with a 0% rate for tax-exempt items or services. --- By using the **Sales Tax Codes** feature, Art Center Canvas ensures accurate tax management across all modules, providing flexibility and compliance with legal requirements. For additional assistance, contact Support.