WEBVTT

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Hi there. Irina

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here. In this video, let's learn how to set up

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and manage tax rates in Zonda,

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including creating tax lists, configuring invoices,

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adding taxes to billing templates, and reporting on

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taxes. Let' us start with generating your list of

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taxes. To do that, let's go to the settings

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menu, and in the billing section let's select tax rates.

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So in this custom list, you can

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generate

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any tax

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that you need to use with your invoicing,

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and it

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depends on the country you are in, on your country legislation,

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and so on. So this is a completely customizable,

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um, section of Zonda, and you can set it up

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the way

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you need. So, uh, to add a new tax, you only need to click on add

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tax rates and fill in the tax name and the tax rate.

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Make sure it's, uh, active and click save.

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That's all. You have created a new tax rate that you will be able to

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use later when you are creating

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your service items, product items, or

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session packs here in your Zonda,

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account. If any of the taxes on this list is not relevant to

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you, you can remove it so, uh, to

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decrease

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the clutter in your tax rates when you are creating those billable items.

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To, uh, deactivate the tax, to remove it from your list, just

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click here on this actions cog and select deactivate and confirm the

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action. That's it. The tax will be removed from the list

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of active

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taxes, but it won't be deleted. We do this to preserve the historical record of your data. If

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you were using this tax before,

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it will stay, uh, added to the invoices, that, you generated

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prior to this change.

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If at any stage you need to start using this tax again, just click show inactive button here

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at

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the top. The inactive items in the tax li- taxes

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list, will be grayed out, and you only need to click this, uh,

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cog again and select activate. The tax rate will be added back

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to your list of taxes.

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After you've set up your taxes list, let us configure the invoice settings to show the, uh, taxes the

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way

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you need them. To do that, let's go into the

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settings menu, and here again in the billing section let's select

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invoices. If we go into the

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invoice settings, here we have this specific setting, how to calculate

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tax, and you have three options available. Price includes

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tax, price excludes

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tax, or no tax.

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Uh, and, uh, let me explain what each of these settings

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mean. So if you choose price includes

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tax, the tax will be a part of the invoice's

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final

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amount. For example, if a service you are selling costs

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$100, then a- a 10%

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tax will be displayed as the part of the 100,

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meaning the final amount will still show

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as,

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uh, 100. If you select price excludes tax, by choosing this option, the tax will be added on top of

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the invoice's

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final amount. So for example, if your service,

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um, you are selling costs 100

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and you add a 10% tax, then a $10,

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uh,

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surcharge will be added to the invoice.

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This means that the final amount will show

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up as 110.

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And if you select no tax,

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the tax will display

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as zero

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amount on your invoices.

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So choose whichever setting you want, and it will be applied to all invoices you create

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for your

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clients. Also

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here at the top in the invoice and statement layout,

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don't forget to turn on the invoice title as a tax invoice. And once you're happy with all the settings

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here on this page, just click save

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changes. Perfect, we are now ready to start adding taxes to our billable item templates.

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To do that, let's go into the settings menu,

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and in the billing section again, let's select

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service products or session packs. So these are the three categories of billable items that you can create

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and use in Zonda.

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Uh,

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the applying of taxes to all of them is a very similar process.

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Let's have a look at the services, for example.

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So here when you are creating a new service or editing an existing

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one, you will be able, to define the tax, that' will be applied to invoices generated by

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using this

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template. Uh, so for example, let's click on this

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one, and, uh, so this is the template for our service.

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And in the tax category here, click into the dropdown and select the tax that will be applied

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to

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this service

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and save the changes. If you already have invoices generated

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using this service template and,

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uh, the system will ask you to update

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the future dated invoices to,

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uh, keep all. your records in order. And if you want to, to apply that, click yes, update future

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invoices. There you go, you added a tax to your service template.

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Uh, the list of service items, that you have in your Zonda account.

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has this tax column which

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shows which tax

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is added to a template. And if it's not added, then you, can,

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uh, fix

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that so, that all your records are

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in order. And you will do the same with other

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billable items.

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such as your products.Uh,

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again, you will see

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that' the tax for the product is added

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here. Save that.

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And also, you can do the same with your session

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packs. So for example, here,

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let's select

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Tax Exempt and save

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that. And again, update future invoices if

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necessary. So there you go. You added taxes, to each item template that you will be using to generate invoices

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in

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Zenda.

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And let's have a look at how this behaves

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on' invoices.

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Let us create an invoice and see how the tax applied to

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the item line, uh, behaves itself on that, uh, appointment or on that invoice.

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So let's create an appointment

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for our client and select a service pack or product to generate that invoice

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and save the changes.

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Awesome. Now to have a look at the

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invoice edit page, let's click on this pencil icon here on the appointment panel.

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And we can see that the tax usage information

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is showing here, and it applies as price includes

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tax that, uh, corresponds to our invoice template settings.

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And here on the information on the item, you can

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see that the tax, uh, is applied in percentage, and that's

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10%. And because tax usage is set up as price includes tax

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and the price is 100 and the total is 100 because tax is a part of

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price. Uh, if you want to change. that,

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you can, uh, on an individual invoice,

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you can click this dropdown and

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select two

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other, one of the two other options that are available

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as price

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excludes

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tax. And save that.

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And you will see that in this case, tax adds up on top. of the price

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because that's the tax usage

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setting.

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So you can do this, change this, tax usage, uh, method

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on one individual invoice if it, it needs to be different

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from all the other invoices in your system.

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And now let's click Print just to see how it shows on the printed

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invoice. So here you will see, uh,

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in the item

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line, so this is the

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pro- uh, tax added,

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GST. Uh, the total tax is also has its own separate

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line, and then you'll see the invoice total including GST.

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So this is the tax information that is shown

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in the invoice

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according to the settings that you

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have, uh, added to your account.

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To get an overview of the tax usage in your

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account and to analyze that information, you can

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use Zenda

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reports. Let's go into the reports section and select Financial Reports. Two reports available

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here show tax

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information. First of them is the invoices and payments

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report. So use the filters that are available

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to, um, narrow down the data you want to be included

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into this report and then run

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it. And here you will see

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the tax column available.

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This

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one. And it will show you also the total amount

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of tax, um, added or generated on those invoices.

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And you can export this report into a CSV or Excel

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file for further,

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um, sorting or as a PDF or print it out.

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Uh, another report that is available is the sales report.

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Let's go

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into that. And here again, use the

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filters to, uh, find the data that you need, click Run Report. And again, here you will

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see the tax, uh, column available here,

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uh,

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with a breakdown of taxes. per each

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service that, you sold, and also the total amount of taxes.

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This is all for now. I will see

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you another time.