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Managing Tax Profiles and Groups

Create and update individual taxes and grouped tax profiles for event use

Tony Guerrie avatar
Written by Tony Guerrie
Updated over a week ago

Summary

The Tax Profiles tab in FlowerBuddy’s Core Data section allows you to create and manage tax profiles and groups. These can represent individual taxes for specific jurisdictions or grouped taxes applied together—ensuring accuracy and consistency across your events.

Instructions

  • Navigate to the Tax Profiles tab in the Core Data page.

  • To add a new tax profile:

    • Click Add Tax Profile

    • Enter a name for the profile (e.g., "Boulder County Sales Tax")

    • Choose whether it is a fixed amount or percentage-based

  • To edit an existing tax profile:

    • Click the pencil icon

    • Update the name, amount, or settings as needed

    • Changes apply automatically to all events using that tax profile in the same calendar year

  • To create a tax group:

    • Click Add Tax Group

    • Name the group based on the venue or region it applies to

    • Select multiple individual taxes to include in the group

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