During your site setup, the tax amounts are configured in Tan-Link and will be automatically added to all Product sales by default. If each location needs a different tax rate, Tan-Link can be configured to charge a different State Sales Tax at each location. If this is the case, please notify support to update your settings.
We recently added a new menu to help you configure how the tax will behave when Past-due payments, Freeze fees, and Membership changes are processed. These settings can be edited on your end and allow you to choose whether tax is itemized on future orders.
Go to General Settings> Tax Settings.
Please do not make changes to the State Sales Tax and Other Tax in this screen unless instructed by support. Also, keep in mind that the changes made to your tax settings will not impact any previous transactions or reports.
Old reports will still show receipts not taxed amounts for Past-due payments, Freeze fees, and Membership changes that were processed before the tax settings were updated.
Enable/Disable Taxes on Freeze.
The freeze tax menu allows you to add the to be charged as Sales tax, Other tax, and tan tax.
Any amounts entered will add up to the existing Freeze Fee on your site.
Eg. If the current freeze fee is $5.00, and 10% ($0.50) is added as sales tax, the freeze draft amount will total $5.50
If enabled, Tan-Link will calculate freeze fees according to the amounts you enter in the options below.
Tax on Freeze amounts are entered using a dollar amount. Any amounts you add to the Sales Tax, Tan Tax, and Other Tax options will be calculated on Freeze fees and itemized in reports.
These amounts can be calculated according to your current tax settings.
Tan tax on Freeze is used on UV packages and is usually 10%
Sales Tax On Freeze can be calculated based on the total tax. If the State Sales Tax is 9%, then calculate 9% of the freeze fee amount. See example below:
Freeze fee = $5.00
(5/100*9) The tax amount at 9% should be: $0.45
The total freeze fee drafted will be $5.45
Other Tax on Freeze can be used if you need to itemize a portion of the total tax to include County/Provincial Tax. In this case, the Sales Tax on Freeze option needs to be edited to have the State Sales Tax portion only. See example below:
Freeze fee = $5.00 and Total Tax = 9% ($0.45)
You can add State Sales tax = 7% ($0.35) + Other Tax = 2% ($0.10)
The total freeze fee drafted will be $5.45
Enable/Disable Taxes on Unfreeze.
When you use the Unfreeze Membership option in the Account Changes menu to manually unfreeze a membership before the expected unfreeze date, the customer will be charged a prorated amount based on the customer's draft date and draft amount.
If you enable the Taxes on Unfreeze option, Tax will be calculated and itemized according to the amount charged for the remaining number of days left in that draft cycle.
For more information on how to Freeze, Unfreeze or edit Freeze info, please review the guide below:
Enable Taxes on Membership Change
You can enable Tax on Membership Change to calculate tax to the prorated amount paid when an EFT Upgrade is processed.
If the customer is upgrading to a higher-priced membership "Effective Today", they will be required to pay a prorated amount on the date of the change.
Tax will be calculated and itemized if this option is enabled. See our guide on Membership changes below: https://tan-link.zendesk.com/hc/en-us/articles/360039946571-How-to-Upgrade-or-Downgrade-an-EFT-Membership-
Enable/Disable Tax on Past Due and Prepay EFT orders.
By default, Tan-Link does not calculate or itemize tax on Prepay EFT or Paid Past-due orders.
When you use the Prepay EFT option in Account changes, the draft amount is charged and the next draft date will be moved. However, reports will not itemize tax as an automatic draft does.
Also, when the Collect Now button is used, you will charge customers for declined EFT drafts showing as a past-due balance. However, reports will not itemize tax as an automatic draft does.
You can enable this option to itemize tax on all future past-due payments and prepay EFT orders.
Sales Tax on Services
By default, Tan-Link does not add tax to services (packages).
In some states, State Sales Tax needs to be charged on both, Products and Services.
If this is the case, please enable this option and then go to Packages> Update Packages to update your package settings accordingly.
You will need to add the tax amounts to each package in order for all future sales to itemize tax accordingly. See how tax is configured for each package individually in the guide below: