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Automatic Tax Feature

Charie

Simplify Tax Management for Your Dance Studio with Enrollio's New Automatic Tax Feature

 

We're excited to announce a new feature in Enrollio that will make managing taxes easier for US-based dance studio owners. You can now automatically add taxes to invoices, ensuring taxes are applied correctly for all customers with valid addresses. This update will save you time and reduce manual effort, allowing you to focus on running your studio.

 

How the Automatic Tax Feature Works

  1. Automatic Tax Calculation: Taxes are automatically applied to invoices if your products have a tax category attached or if you've set a default tax category in your payment settings. This one-time setup ensures that tax is always correctly applied to relevant products.

  2. Recurring Invoices Supported: Taxes are automatically included in recurring invoices, so you won’t need to reapply them each time a recurring payment is processed.

  3. New "Add Tax" Modal: We've added a flexible "add tax" modal, which gives you control over how taxes are applied. You can choose to apply automatic or manual taxes to all products on an invoice, depending on your specific needs.

 

How to Enable Automatic Taxes

To start using this new feature:

  1. Go to Payments > Settings > Taxes.
  2. Enable Automatic Taxes.
  3. Enter all the required details, including tax categories and rates.
  4. When creating new invoices, enable automatic taxes to ensure they are applied to each eligible invoice.

You can also use the "add tax" modal to customize how taxes are applied to individual products or invoices, giving you full flexibility.

 

Use Cases for Dance Studios

This feature is particularly beneficial for dance studios offering various classes or services, making tax management simple and efficient:

  1. Apply Different Tax Categories: If your studio offers different types of classes (e.g., adult vs. children’s classes), you can easily assign different tax rates to each category. For instance, adult classes could have a higher tax rate than children's classes.

  2. Recurring Payments Made Easy: For studios with recurring payment setups, this feature ensures taxes are applied automatically to each payment, removing the hassle of manually adjusting taxes every billing cycle.

  3. Manual Tax Adjustments: With the manual tax option, you can handle special circumstances or tax exemptions for specific students or products, giving you more control over your tax management.

 

 

 

This update will make managing taxes effortless for dance studio owners, allowing you to focus on your passion—teaching and growing your studio!

 

If you need help setting up automatic taxes or have questions about this feature, feel free to reach out to our support team. We're here to help!