Inclusive Tax

This setting can be enabled under SETTINGS>SETUP>GENERAL SETTINGS>APPLICATION PREFERENCES >”Use Inclusive Tax.”

iClassPro’s Inclusive Tax setting allows you set a final price on a Class, Camp, Party, or Point of Sale item and let iClassPro automatically calculate the tax amount included based on the associated tax rate.

This will be reflected in different ways depending on which area of the program you are working in:

Office Portal

  • On the Family Ledger, charges with inclusive tax will list the tax as a separate line item, with a reduced line item amount and separate entry for the tax. When totaled, these will equal your original price.

    CHARGE VIEW
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    The Purchases history view under SETTINGS>POINT OF SALE>PURCHASES will also reflect the Charge View.

    LEDGER VIEW
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  • When printing or re-printing a Payment Receipt, or emailing an Autopay receipt, non-taxable items will be marked with an indicator in the Purchases section. Tax will be listed separately in the Payment area.
    inclusive_tax03.png
    • The Autopay Receipt email template can be customized under SETTINGS>SETUP>GENERAL SETTINGS>E-MAIL TEMPLATES>”Autopay Receipt.”
  • When generating a Statement, the entry will match the Ledger view with tax listed separately.
  • When generating a Family Full Ledger Report, the entry will match the Ledger view with tax listed separately. In the “Totals” area, the total amount of taxes will be listed separately.
  • When generating a Category List report, the entry will match the Ledger view with tax listed separately and an additional “Total” column.
  • When generating the Point of Sale: Sales report, the “Total Margin” amount will be reduced by the amount of any inclusive tax. This tax will still be listed separately in the “Total Tax” column.

Customer Portal and Mobile App

  • In the Shopping Cart, tax will be listed as a separate amount in the pricing breakdown, just above the “Total Due”:
    inclusive_tax04.png
  • In the Ledger view, charges with inclusive tax will list the tax as a separate line item, with a reduced line item amount, as well as a line item for the tax. When totaled, these will equal your original price.
  • When generating a Statement, the entry will match the Ledger view with tax listed separately. (NOTE: currently there is not an option to generate a Statement from the Mobile App.)

Need More Assistance?

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