Articles on: Dashboard

Tax Rates

Create a New Tax Rate



In the Ventrata dashboard, go to Products > Tax Rates.

Products - Tax Rates

Press the + New Tax Rate button.

+ New Tax Rate

Enter a name for the tax rate.

Name

Check the 'Optional' box if the tax rate is optional.

Optional

Select which sources will include the tax rate.

Sources

By default, all sources are selected. Remove the ones that will not include the tax rate.

Select a date range based on travel date and/or booking date.

Travel Date & Booking Date

If the legislation in your country requires you to change the tax rate on specific periods, you can set up these periods already when you create the tax rate. Learn more about seasonal tax rates.

Check the 'Percentage' box if the tax rate is expressed as a percentage.
If the tax rate is expressed as a percentage, you can check the 'Rounded' box if the total of a booking after applying the tax rate should be rounded to the nearest tenth.

Percentage & Rounded

Enter the amount of the tax rate in the appropriate format.

Percentage (when 'Percentage' is checked)

Amount

Currency and exact number (when 'Percentage' is NOT checked)

Currency

Press the Create Tax Rate button.

Create Tax Rate


Assign Tax Rate



A tax rate must be assigned to each sold item, whether it is a product, item, or extra, to be applied during checkout.

Product



Assign the tax rate to the product if it uses per-booking pricing.

In the Ventrata dashboard, go to Products > Products.
Select an existing product.
Press the pen and paper icon to edit the product.
Scroll down the product form or simply search for 'Tax Rates'.
Select the applicable tax rate.
Check the 'Included' if the product price will already include the tax rate when the customer is making the purchase.
Press the Update Product button.

Unit



Assign the tax rate to each unit as appropriate, or if pricing is separate for each unit.

In the Ventrata dashboard, go to Products > Products.
Select an existing product.
Press the pen and paper icon next to a unit.
Scroll down the unit form or simply search for 'Tax Rates'.
Select the applicable tax rate.
Press the Update Unit button.

Extra



In the Ventrata dashboard, go to Products > Products.
Select an existing product.
Go to the Extras tab.
Select an existing extra or create a new one.
Scroll down the extra form or simply search for 'Tax Rates'.
Select the applicable tax rate.
Check the 'Included' if the extra's pricing will already include the tax rate when the customer is making the purchase.
Press the Update Extra button, or Create Extra if it is a new extra.


Item



In the Ventrata dashboard, go to Products > Items.
Select an existing item or create a new one.
Scroll to the bottom of the form.
Select the applicable tax rate.
Check the 'Included' if the item's price will already include the tax rate when the customer is making the purchase.
Press the Update Item button, or Create Item if it is a new item.


Gift Cards



In the Ventrata dashboard, go to Supplier Settings > Supplier Settings.
Press the EDIT DETAILS button.
Scroll down the supplier form or simply search for 'Gift tax rates'.
Select the applicable tax rate.
Press the Update Supplier button.
The tax will be added to the gift card value at the time of purchase.



NEXT: Seasonal Tax Rates

Updated on: 17/07/2024

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