This feature allows organizations in a portal to collect sales tax if required by state law. This is where you can set the rate for the sales tax. After the rate is set, organizations will need this fee to be turned in their Organization Settings in the Additional Fees section to enable collection of sales tax.
The ability to collect Additional Fees other than sales tax is available for Portals and Organizations by request. Reach out to our support team for more information about turning on this feature.
Add a Sales TaxClick on the "+ Add Additional Fee" button (see image above). Enter a name, which will appear next to the sales tax subtotal on receipts. Enter the tax rate, noting that a number entered here will become percent. For example, entering the number 6.25 will create a sales tax of 6.25%. Click to save the sales tax and it is added to your portal’s Additional Fees. If it does not appear after the page updates try refreshing the page again.
Activating Additional Fees in Organizations
To view the additional fees available in an organization, navigate to the organization list and click on the organization which will then load the organization settings page. Look for the card that says “Fees” and expand it to view the available additional fees for the organization. An organization user cannot toggle the fees on or off when accessing their own organization settings. Portal fees can only be turned on and off in organization settings by portal users. When an additional fee is added to a portal it will be visible in the settings for all organizations. For existing organizations any new sales taxes will initially be set to off and all new portal fees are turned on by default. Similarly, when a new organization is created sales taxes are turned off and all portal fees are turned on by default. See an example of the expanded "Fees" card in an organization's settings.