The Bookly Taxes (Add-on) is an essential tool for business owners using the Bookly PRO appointment booking system who need to manage tax compliance directly within their booking workflow. By automating the calculation and application of tax rates to your services, this add-on eliminates the need for manual price adjustments, ensures transparent pricing for your customers, and helps maintain accurate financial records for your business.
Key Features
- Flexible Tax Configuration: Define multiple tax rates and apply them selectively to different services, allowing for varied tax requirements across your service catalog.
- Automated Calculations: Bookly automatically calculates the tax amount based on your settings, ensuring accuracy and saving you time on manual bookkeeping.
- Customizable Price Display: Choose whether to display service prices in your booking form as tax-inclusive or tax-exclusive, providing clarity to your clients before they book.
- Payment Gateway Integration: Seamlessly send tax information directly to your supported payment gateways during the checkout process.
- Detailed Reporting: View tax breakdowns within your payment details, making it easier to track your tax liabilities and generate financial reports.
- Cart Integration: When used alongside the Bookly Cart (Add-on), tax information is clearly displayed in the cart summary, ensuring a transparent checkout experience.
Use Cases / Who It’s For
This add-on is designed for any professional or business owner who uses Bookly PRO to accept appointments and must collect taxes on their services. Whether you operate a salon, a consultancy firm, a medical practice, or any service-based business, the Bookly Taxes (Add-on) helps you remain compliant with local tax regulations. It is particularly useful for businesses that operate in jurisdictions with specific tax requirements for different types of services, as it allows for granular control over how taxes are applied to your offerings.
Setup / How It Works
Setting up the Bookly Taxes (Add-on) is straightforward and integrates directly into your existing Bookly dashboard:
- Install and Activate: Ensure you have the Bookly PRO plugin installed, then install and activate the Bookly Taxes (Add-on).
- Configure Global Settings: Navigate to the Bookly settings menu to specify whether your service prices should be treated as inclusive or exclusive of tax.
- Define Tax Rates: Create your tax rates in the dedicated Taxes section by providing a name and the corresponding percentage.
- Apply to Services: Assign the relevant tax rates to your specific services within the Services edit screen under the Advanced tab.
- Finalize: Once configured, Bookly will automatically handle the math during the booking process, displaying the correct totals to your customers and recording the tax data for your payment records.
Note: As tax regulations vary significantly by region, we strongly recommend consulting with a tax or accounting professional to ensure your settings are fully compliant with the laws applicable to your business.