Introduction

With Sportrick it is possible to create one tax (or a group) depending on the item sold.

IMPORTANT: it is always recommended to create a tax, even if the item is sold tax free (in that case we suggest the creation of a tax called tax free with a value of 0%).

Tax Creation

To add a new tax click on Settings - Tax - Add Tax

  • Code: code/name of the tax (visible during payment)
  • Description: notes about the tax (optional)
  • Percentage: % value of the tax for VAT management
  • Fixed Value: value to add to the final price (or deduct, if preceded by a -) . If it is not needed, leave 0

Then save


Tax Deletion

Please note that a tax cannot be stored, but only deleted. In order to do so, please follow the steps below (the 1st is very important):

  1.  remove the tax from all the associated items on sale (by clicking on the x in the corresponding field of the tax that can be found in the details of the items)
  2.  delete the tax from Settings - Tax - Advanced Management - Delete (next to the name of the tax)
  3.  it is also possible to delete the tax type from Settings - Tax - Delete (next to the name of the tax type)

Advanced Management

It is possible to specify various options and settings for each tax to speed up payment procedures.

In order to set up advanced options for tax management click on:

  1. Advanced Management
  2. Edit 
  3. it is possible to change the name of the tax or click on Edit to configure the advanced settings listed below:
  • already included: if the box is ticked, the selected tax will be already included in the final price of the item the tax refers to
  • distribution: percentage of the total price corresponding to the tax base for the selected tax (100% if the tax applies to the whole price)
  • fixed variation of the tax base: value to add to the tax base after the distribution (or deduct, if preceded by a -) to obtain the final price. If it is not needed, leave 0
  • document template: (optional) document template that will be automatically printed when an item associated with the selected tax is sold:
    • standard: document issued automatically after every payment from the Front Office
    • automatic: document issued for automatic recurring payments (SEPA/Credit Card) or payments via E-Commerce
    • wallet: document issued automatically for payments with the E-wallet
    • credit note: document issued for refunds/invoice cancellation. Please note that is it necessary to activate the corresponding option in the details of the document template in order to use it as a credit note (Settings - Document Templates - Settings - select the Credit Note box and save the changes)
    • outstanding payments: document issued for unpaid amounts (for SEPA payments)
  • order: priority of application of the tax (in case of a group with more than one tax). In case of just one tax, insert 1 as a value
  • compartment: compartment of the cash register for the sale of items associated with the tax (to print automatic receipts)

Click on OK to save the changes


User Case: multiple branches, each with its document template linked with a tax

  1. In the ADMINISTRATION environment (if available) click on SETTINGS -> TAX to create tax types through the Add button, specifying name and value (e.g. 22% VAT, TAX FREE...). Automatically, the system will create the tax types in all the other branches. In case there is no administration environment, it will be necessary to create the tax types in each branch
  2. open a branch (if you are in the administration environment, change branch) a click on SETTINGS -> TAX -> Advanced Management -> Add (or Edit next to the name of the tax in case you didn't work on the administration environment earlier). This operation is needed to associate a tax with a document template that will be issued automatically after an item with that tax has been sold
  3. specify the name of the tax and leave the current branch in the branch field, then click on Save Changes
  4. the last step is to fill in the necessary fields, by clicking on Add (or Edit):
    • tax
    • already included: if the box is ticked, the selected tax will be already included in the final price of the item the tax refers to
    • distribution: percentage of the total price corresponding to the tax base for the selected tax (100% if the tax applies to the whole price)
    • fixed variation of the tax base: value to add to the tax base after the distribution (or deduct, if preceded by a -) to obtain the final price. If it is not needed, leave 0
    • document template: (optional) document template that will be automatically printed when an item associated with the selected tax is sold
    • order: priority of application of the tax (in case of a group with more than one tax). In case of just one tax, insert 1 as a value
    • compartment: compartment of the cash register for the sale of items associated with the tax (to print automatic receipts)
  5. click on OK to save 
  6. repeat the procedure for other taxes and in the other branches.