Taxes

All Plans

The Taxes Settings page in CloudBridal allows you to configure sales tax rates and rules for your store. These settings determine how tax is calculated and applied to customer orders, helping ensure accurate tax collection and reporting.

Contents

• Tax Configuration Overview
• Configuring Sales Taxes
  • Creating Sales Tax Definitions
  • Threshold-Based Tax Rates
  • Tax Exemptions
• Default Tax Application
• Tax-Inclusive vs. Tax-Exclusive Pricing
• Payment Handling for Taxed Items
• Tax Display on Order Documents

Tax Configuration Overview

CloudBridal offers a flexible tax system that allows you to:

1. Define multiple tax rates and rules
2. Apply different tax rates to different item types
3. Set up threshold-based tax rates for jurisdictions with special rules
4. Configure tax exemptions for specific orders
5. Control tax application on alterations, additional work, and fees

Configuring Sales Taxes

Creating Sales Tax Definitions

1. Navigate to Taxes Settings
2. Click Add New Tax
3. Enter the following information:
   • Tax Name: A descriptive name (e.g., "State Sales Tax", "City Tax")
   • Tax Rate: The percentage rate to apply
   • Apply To: Select which inventory item types this tax applies to

Threshold-Based Tax Rates

For jurisdictions with tax thresholds (like Massachusetts where clothing under $175 is tax-exempt):

1. Create a new tax definition
2. Enable Use Threshold-Based Rate
3. Configure the threshold settings:
   • Threshold Amount: The dollar amount that triggers different tax treatment
   • Below Threshold Rate: Tax rate for amounts below the threshold
   • Above Threshold Rate: Tax rate for amounts above the threshold
   • Threshold Behavior: How to handle amounts that cross the threshold:
     • Apply To Entire Amount: Apply higher rate to the entire amount once threshold is exceeded
     • Apply Only To Excess: Apply higher rate only to the portion exceeding the threshold

Tax Exemptions

To configure tax exemptions:

1. Create a tax with 0% rate and give it a name like "Tax Exempt"
2. When creating or editing an order, you can select this tax exemption instead of the default tax

Default Tax Application

By default, CloudBridal applies taxes as follows:

• Line Items: Taxed according to the rate configured for their inventory item type
• Alterations: Taxed at the same rate as the rest of the order
• Additional Work: Taxed at the same rate as the rest of the order
• Additional Fees: Taxed at the same rate as the rest of the order

If you need different tax rates for alterations, additional work, or fees, you can:

1. Create inventory item types for these services
2. Configure separate tax rates for these item types
3. Add them as line items to the order instead of using the built-in fields

Tax-Inclusive vs. Tax-Exclusive Pricing

CloudBridal supports both tax-inclusive and tax-exclusive pricing:

• Tax-Exclusive Pricing (Default): Tax is added on top of the displayed prices
• Tax-Inclusive Pricing: Tax is included in the displayed prices

You can configure this separately for:

1. Regular inventory items (in Inventory Settings)
2. Alterations (in Order Settings)
3. Additional Work (in Order Settings)
4. Additional Fees (in Order Settings)

Payment Handling for Taxed Items

By default, payments for the main order items, alterations, additional work, and additional fees are combined into a single payment. However, you can configure these to be paid separately:

1. Go to Payment Settings
2. Enable the Paid Separately option for any components you want to split into separate payments:
   • Alterations Paid Separately
   • Additional Work Paid Separately
   • Additional Fees Paid Separately

Tax Display on Order Documents

Taxes appear on order documents (receipts, agreements, etc.) with the following information:

• Subtotal (pre-tax amount)
• Tax rate applied
• Tax amount
• Total (including tax)

You can customize how taxes display by editing your Receipt Templates.