Step 9 – Add any state, local, tourist, and/or lodging taxes
Managing taxes efficiently in your booking system is essential for compliance and transparency. Using onNinths Booking System for reservations, configuring taxes properly ensures your customers are charged the correct amount. This guide will walk you through setting up taxes in WP Booking System step by step.
Step 1: Enable Taxes in WP Booking System
Before you can configure tax rates, you need to enable the tax settings in WP Booking System:
- Navigate to your WordPress dashboard.
- Go to WP Booking System > Settings.
- Look for the Taxes section and enable taxes.
- Save your settings.
Step 2: Define Tax Rates
Once taxes are enabled, you need to define the applicable tax rates:
- Go to WP Booking System > Taxes.
- Click on Add New Tax Rate.
- Enter a Tax Name (e.g., VAT, Sales Tax).
- Specify the Tax Rate as a percentage (e.g., 7% for 7% VAT).
- Select whether the tax applies to all bookings or specific categories.
- Click Save.
Step 3: Assign Taxes to Booking Forms
Now that you’ve set up your tax rates, apply them to your booking forms:
- Navigate to WP Booking System > Booking Forms.
- Select the booking form you want to modify.
- Locate the Pricing and Taxes section.
- Choose the applicable tax rate from the dropdown menu.
- Save the form.
Step 4: Display Taxes on Invoices and Booking Confirmations
To ensure transparency, display tax details on invoices and emails:
- Go to WP Booking System > Settings > Emails & Invoices.
- Edit the invoice and email templates.
- Use the {tax_amount} placeholder to display the tax breakdown.
- Save the changes.
Step 5: Test Your Tax Settings
Before going live, test your tax setup:
- Create a test booking and proceed to checkout.
- Verify that the tax amount is correctly calculated.
- Check the invoice and email to confirm the tax details appear as expected.
If everything looks good, your tax setup is complete!
Conclusion
Setting up taxes in WP Booking System is a straightforward process that ensures compliance and accurate pricing for your customers. By following these steps, you can properly configure tax rates, apply them to bookings, and display them in invoices and emails. If you run into any issues, WP Booking System’s support documentation or forums can provide additional assistance.
Do you have any questions about configuring taxes in WP Booking System? Let us know in the comments!