Jane's Guide Here's all the help you need to use Jane.

Deleting a Sales Tax

Has there been a recent change to how you should (or should not) be charging tax in your region? Navigating these quick pivots in billing can be tricky but this guide walks through updating this setting step-by-step!

Note📍: If you’ve already worked through removing the tax, you can head on over to our Sales Tax: Updating Past Invoices guide for more details on how you can update those past invoices.

Before a Tax can be deleted, you’ll need to remove the tax from any package, membership, product or treatment that it’s attached to. This process looks a little different for each offering so we’ve broken it down for each!


Removing Tax from Treatments

To start, you’ll want to head over to the Settings tab, Treatments, Classes & Group Appointments and click on Edit to the right of a treatment:

screenshot of navigational instructions

Next, you’ll scroll down to the Details section and de-select the tax option. Make sure to hit the blue Update Session button to confirm those changes.

screenshot of checkboxes under the tax section of the edit treatment screen

Friendly reminder that this will update all invoices going forward. You’ll want to repeat the above steps for treatments where tax is not required.


Removing Tax from Products

To update the tax attached to a specific product, you’ll want to head over to the Settings tab, and click on Products within the left sidebar menu. Next, click on Edit to the right of the Product:

screenshot of navigational steps and where to view items that have tax added

Pro-Tip 💡: Jane will display a tax column and list which sales tax is attached to each product.

Next, you’ll de-select the tax option. Make sure to hit the blue Update Product button to confirm those changes.

screenshot of where to deselect the tax


Removing Tax from Packages & Memberships

To update the tax attached to a specific membership or package, you’ll want to head over to the Settings tab, and click on Packages & Memberships within the left sidebar menu. Next, click on the blue View button to the right of the offering you’d like to update:

Pro-Tip 💡: Jane will display a quick preview for any Packages or Memberships that have a Sales tax attached to them.

For both packages and memberships, you’ll want to de-select the tax:

screenshot of where to remove a tax under a membership or package

Make sure to scroll down to the bottom of the page and click the blue Update Package or Update Membership button to confirm those changes. Jane will redirect you to another page where you’ll be asked if you’d like to update all sold packages.

NOTE📍: This will only apply to changes such as the name, quantity, income category, auto selection and/or eligible items. If you need to update the taxes charged, you’ll need to resell the package.


Deleting a Tax

Now that the offerings are updated, you’ll want to head over to the Settings tab, click on Taxes within the left sidebar menu and then on Edit to the right of the tax.

screenshot of the navigational steps

Pro-Tip 💡: Jane will display a quick preview for offerings that still have a Sales tax attached to them in case there are any that were missed.

Next, hit the red Delete Tax button to confirm the deletion. If the tax is not properly removed from all the offerings, you’ll receive an error message.

screenshot of the red delete button

And you’re all set!

As always, if you have any additional questions, feel free to contact our support team and we’d be more than happy to help 💙

Subscribe to our monthly newsletter.