How do we collect sales tax?

Sales tax is off until your district turns it on. Whether a product is taxable, and at what rate, is up to your district. Check with your business office.

Step 1: Add your tax rates (administrator)

1. Go to Bank Accounts and click Settings.
2. Click Add rate and enter a name (like “General merchandise”) and a percentage.
3. Optionally, add a Sales tax allocation ID, the accounting code your collected tax should post to.

Step 2: Turn it on for a campaign (approver)

During approval, open Manage Sales Tax, turn on Collect sales tax on this campaign, and give every product a rate or mark it Exempt.

What to know

• Tax is added at checkout and shows on the buyer’s receipt.
• Donations are never taxed. Cash sales aren’t taxed.
• The tax is deposited with your other funds, and it shows as its own line in your payout reports.