Set up and manage taxes
Learn how to set up tax defaults so Fresha can automatically calculate tax for each sale.
About taxes
Fresha calculates tax for your sales using the tax rates set up in your workspace, which can be applied to services and products as a default rate. Start by creating your tax types in your workspace settings, then choose which rates apply by default in your location settings. You can override the default for an individual service or product in its individual settings.
Tax requirements vary by country and region, so it's important to confirm that your taxes are set up correctly.
Add a new tax rate
- From the main menu on the left of your screen, go to Settings.
- Click on the Sales category to manage your taxes.
- In the left menu, select Tax rates to set defaults.
- Click on the Add button and select New tax.
- In the tax view, enter the Tax name and Percentage rate.
- Click on the Add button in the top right to save the new tax.
Once saved, the tax rate will automatically appear at checkout. If you need to apply multiple taxes to a sale, such as a federal and a state tax, click the add button and select New tax group to combine them into a single default rate. Each tax still appears individually on receipts and in reports.
Edit or delete a tax rate or group
- Open Tax rates from your Sales workspace settings.
- Next to the tax rate or group, click on the Actions button and select one of the following:
- Edit: Make updates to the tax rate or group.
- Remove: Permanently delete the tax rate or group.
Once saved, the tax rate will automatically apply to the service at checkout.
FAQs
Tax group names are used for internal reference within your workspace. On invoices, clients see the individual taxes that make up the group, rather than the tax group name itself.