Set Tax Rates For Product Categories

BEST PRACTICE: SET THE TAX RATE AT THE PRODUCT LEVEL.

VETSPIRE WILL APPLY THE PRODUCT LEVEL TAX RATES ABOVE ALL. IF THERE IS NO RATE APPLIED AT THE PRODUCT LEVEL, VETSPIRE WILL APPLY PRODUCTCATEGORY RATES. IF THERE IS NO RATE APPLIED AT THE CATEGORY LEVEL, VETSPIRE WILL DEFER TO THE PRODUCT TYPE.

TO APPLY A CHANGE TO ALL PRODUCTS, USE MASS UPLOAD.

1. Navigate to Financials > and under Manage, select Categories.

2. Choose the Category to edit.

3. Select the location from the drop-down to apply the desired tax rate for each category at the location. EXAMPLE: SET ALL PRODUCT TYPE OTC FLEA AND TICK FOR TAXATION AT THE STATE TAX RATE FOR ALL LOCATIONS WITHIN YOUR ORGANIZATION.  SHOULD ANY OF THESE PRODUCTS HAVE TAX SET ON THE PRODUCT DETAIL SECTION, IT WOULD NOT PULL FROM THIS OPTION DUE TO THE HIERARCHY SYSTEM.

When products/services have multiple tax rates, Vetspire will add those rates together to calculate the amount of tax correctly and add the line item to the invoice.  The bottom of the invoice will show the total of all taxes.

THE CATEGORY RATE WILL ONLY BE APPLIED IF NO RATE IS SELECTED FOR THE PRODUCT.