Sales tax

Tobren Deliver can add sales tax to your clients’ purchases, show it as its own line, and report on it. It is on for every studio, and does nothing until you enter a rate. With no rate saved, nothing is taxed and checkout is exactly as it was.

The rate, and which shoots are taxable, are your call. Deliver does not look up rates by address. It applies the one rate you set, and it does not file or remit tax for you.

Set your rate

1. Go to Settings and open Sales tax, under Getting paid.
2. Enter your Rate as a percent, with up to three decimal places (for example 7.25 or 8.875).
3. Optionally, enter a Name on the receipt. It defaults to “Sales tax”, and it’s capped at 50 characters.
4. Click Save sales tax.

The page shows an example $25.00 sale priced with your rate, so you can see the tax line and the rounding before a client does. Tax is rounded to the nearest cent, with an exact half cent rounding up.

Only workspace admins can change the rate. To stop collecting tax, clear the Rate and save; new orders then carry no sales tax.

Choose which shoots collect it

Each shoot has a Collect sales tax switch, in the shoot’s settings. It appears once you have saved a rate.

• The switch is on by default. The first time you save a rate, every existing shoot starts collecting it, and the save confirmation tells you how many. Turn the switch off on any shoot that should not charge tax.
• When it’s on, the rate applies to every purchase on that shoot, packages included.
• Public galleries that have a shoot behind them have the same switch.
• The tax is worked out on the price after any discount code, before tax.

What your client sees at checkout

Once you have a rate saved, every checkout asks the buyer to confirm a billing address before they are sent to the payment page. The step is the same for signed-in clients and for visitors buying from a public gallery, and it appears even on a shoot where you’ve turned Collect sales tax off.

• The address is a US address: name, street, city, two-letter state and ZIP (5 digits, or ZIP+4).
• For a signed-in client the form is prefilled from their profile, and what they confirm is saved back to it.
• The address is saved on the order, and is passed to Stripe or Square so their payment page is prefilled.

The tax shows as its own line, under the name you chose, at checkout on the Stripe or Square page and on the order.

Receipts and refunds

• The client’s receipt shows the tax as a separate line, labelled with your name and the rate (for example “Sales tax (7%)”), with the subtotal and total.
• The receipt shows the rate and name as they were when the order was placed. If you change your rate later, past receipts don’t change.
• A refund gives back tax in proportion to the amount refunded, and the refund’s credit note shows its share of the goods and the tax. Partial refunds that add up to the whole order give back exactly the tax that was charged.

See Orders & refunds for issuing refunds.

The Sales tax report

Workspace admins see Sales tax in the sidebar, right after Orders.

• Pick Month to date, Quarter to date, Year to date or a Custom range, and optionally narrow it to one Shoot.
• The top figure is Net sales tax collected: the tax collected, less the tax refunded, for the range. Beneath it are the net taxable and non-taxable sales and the order count.
• The table breaks the range down by month: taxable sales, non-taxable sales, tax collected, refunded sales, refunded tax and net tax.
• Click Download CSV to get the same figures as a file.

Orders are dated when they were placed, in your studio’s time zone. A refund counts against the month of the order it refunded, not the month it was issued. Sales are after any discount and before tax.

Limits

• One rate for the whole studio. There’s no per-state or per-location rate.
• US billing addresses only.
• Deliver records and reports the tax you chose to collect. You are responsible for the rate, for filing, and for paying the tax to your authorities.