The Sales Tax feature helps districts and their organizations automatically calculate, apply, and report sales tax for taxable transactions. With this feature, district admins can define where sales tax is allowed and help ensure tax settings are applied consistently across supported item types.
As part of a staged rollout, this feature may not be immediately available. Contact Support if your district would like the sales tax feature enabled.
How the Sales Tax Feature Works
Sales tax setup starts at the District level. District admins configure the district’s sales tax permissions to determine:
Whether sales tax can be used for store products, ticketed events, fundraisers, and fees
Which organization types are eligible to use sales tax
Where sales tax options appear during item setup
After district settings are configured, organizations can enable sales tax during item setup, depending on district permissions. If allowed, organizations can turn on sales tax at the product, ticketed event, fundraiser, or fee level.
Once enabled, sales tax is reflected throughout the purchasing experience and financial records, including checkout, transaction details, payout reporting, and tax-focused reporting.
Note: This feature supports tax calculation, collection, and reporting, but does not automate tax remittance to states
Configure sales tax permissions at the District level
Use these steps to control which item types can collect sales tax for each organization type in your district.
From the left navigation, select Financial Management, then click Sales Tax Settings.
In the Sales Tax Visibility table, find the organization types you want to update, then click the three-dot menu next to them.
Select Edit Tax Permissions. Your district’s sales tax permissions determine where sales tax can be used across supported item types.
In the Sales Tax Permissions window, choose whether each item type should be Taxable or Not Taxable.
If an item type is set to Taxable, organizations of that type can use sales tax for that item type when setting up eligible items.
If an item type is set to Not Taxable, sales tax will not be collected for future items of that type.
Click Save Changes to apply your updates.
Set the tax rate and account code permissions
Use the Settings button to set a district-wide sales tax rate and choose whether sales tax account codes are managed by each organization or enforced across the district.
From the left navigation, go to Financial Management and select Sales Tax Settings. Then click Settings.
In the Sales Tax Settings window, enter the district-wide Tax Rate.
If needed, select Confirm sales tax rate to confirm the rate you entered.
Under account code permissions, choose one of the following options:
Allow organizations to set account code to let each organization manage its own sales tax account code.
Enforce account code district wide to require the same sales tax account code setup across the district.
Then click Save Changes.
Turn on Sales Tax for store products, ticketed events, fundraisers, and fees
If the District allows it, organization admins can enable sales tax when creating or editing a store product, ticketed event, fundraiser, or student fee.
Store Products
Enable sales tax for a product within the product setup.
Toggle on the Charge Sales Tax switch.
Select the appropriate option for How would you like sales tax to be charged?
Organization absorb all taxes
Pass on taxes to customers
Select the Account Code
Note: The District may enforce an account code district-wide.
For more information on creating products, see How do I add products to my store?
Ticketed Events
Enable sales tax for a ticketed event on the Payment Settings page.
Toggle on the Charge Sales Tax switch.
Select the appropriate option for How would you like sales tax to be charged?
Organization absorb all taxes
Pass on taxes to customers
Select the Account Code
Note: The District may enforce an account code district-wide.
For more information on creating ticketed events, see How do I build a ticketed event campaign?
Fundraisers
Enable sales tax for a fundraiser on the Payment Settings page.
Toggle on the Charge Sales Tax switch.
Select the appropriate option for How would you like sales tax to be charged?
Organization absorb all taxes
Pass on taxes to customers
Select the Account Code
Note: The District may enforce an account code district-wide.
For more information on creating a fundraiser, see How do I build a crowdfunding campaign or How do I build an A-thon campaign?
Student Fees
Enable sales tax for a student fee on the Set Fee Options page under the Payment Settings section.
Toggle on the Charge Sales Tax switch.
Select the appropriate option for How would you like sales tax to be charged?
Organization absorb all taxes
Pass on taxes to customers
Select the Account Code
Note: The District may enforce an account code district-wide.
For more information on creating a student fee, see How do I create a fee?
Checkout
If the sales tax is passed on to the customer, it will be listed in the breakdown on the checkout screen.
Questions? Click the "?" icon to contact Givebacks Support.