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 create a new tax click on Settings -> Taxes -> Add Tax

  • Code: code/name of the tax (visible during payment)
  • Description: notes about the tax or short description (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.

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 specify the name of the tax (this is the name that will be visible during the tax assignation to items) or click on Edit (see picture below) 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 
  • 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 -> tick the Credit Note box and save the changes)
    • outstanding payments: document issued in case of 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
  • department: department 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 Cases

Example 1: one environment with services provided by two different business names (therefore each business will have its own document template for receipts associated with a tax)

If the club's services are provided by two different business names, it will be necessary to create a tax and a document template for each business (example: one business manages the gym and everything sold is taxed, whilst swimming and tennis courses are managed by a sports association that is exempt from VAT):

  1. create a document template with the details of one business in the header (example: gym receipt) and another with the details of the sports association (example: sports receipt)
  2. create a tax from Settings -> Taxes. Two possible examples are described below:
    1. VAT free and VAT
    2. both VAT free or with VAT -> create one tax called VAT or VAT free
  3. click on Advanced Management (where you will already find one or more entries according to the number of taxes created in the 2nd step) and follow the instructions below according to the example that best describes the way your club is managed:
    1. VAT free and VAT -> click on Edit next to each tax and specify a document template for each. In this way, after the payment of items that are VAT free the system will automatically issue the receipt of the sports association, while the payment of taxed items will result in the issuing of the business receipt
    2. both with or without VAT -> click on Edit next to the tax and rename it, for example business VAT, then select the corresponding document and save. Click on Add, type in the name, such as sports VAT and save. You will find another Add button. Click on it and select the corresponding document for this tax. Then click on OK to save
  4. once the taxes are ready, they will need to be associated with the related items before proceeding with the sale (please refer to the corresponding manual to see how to assign a tax).

Example 2: multiple branches, each with its document template linked with a tax

  1. In the ADMINISTRATION environment (if available) click on Settings -> Taxes 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) and click on Settings -> Taxes -> 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
    • 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
    • department: department 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 for each branch.