Summary
This screen recording demonstrates the FlowerBuddy tax groups feature. This is most helpful for florists with multiple sales taxes that apply per event. The recording shows how to create a tax group, apply it to an event.
Creating a Tax Group:
Go to the top menu bar and click on "Data".
Scroll down to the "Tax Profile" tab and click on it.
Scroll to the bottom to find the "Tax Group" section and click on "Add Tax Group".
Give the tax group a name and code.
Choose the sales tax profiles that apply to this group and click on "Add".
Adding a Tax Group to an Event:
Go to the dashboard and select the event you want to add tax to.
Go to the "Cost" tab and click on the "Tax" section.
Click on "Add Tax Group" instead of "Add Tax".
Select the appropriate tax group from the dropdown menu.
Click on "Add" to apply all the taxes in the group to the event.
Verify that the taxes in the group have been applied by checking for the tag on each tax.
Removing and Re-Adding a Tax Group:
If you remove one of the taxes in the tax group, the entire group will also be removed.
To re-add the group, click on "Add Tax Group" and select the appropriate group from the dropdown menu.