Taxes
Add the sales tax Lilo charges at checkout, give a location its own rate, and see what's taxed, how tax rounds and how discounts change it.
Lilo adds sales tax to the bill at checkout. The owner or an admin sets your tax rate in Settings → Taxes. Lilo works out the tax on each service and product it covers.
Owners and admins
Add your tax rate
- Go to Settings → Taxes and select Add Tax Rate.
- Enter a Tax Name, like the name of your state's sales tax.
- Enter the Rate (%), like 8.25.
- Under Applies To, leave Services and Products on. Turn one off if you don't charge tax on it.
- Select Add Tax Rate. You'll see Tax rate created successfully.
Your first rate is marked Default, and Lilo charges it from then on.
In the Lilo app, go to More → Business Settings → Taxes and tap +. The fields are the same.
Change or delete a rate
- Go to Settings → Taxes and select the pencil next to the rate.
- Change what you need.
- Select Save Changes. You'll see Tax rate updated successfully.
To make a different rate the default, change it as above and turn on Set as Default. To delete a rate, select the trash can next to it, then Delete. If you delete your default rate, make another one the default.
In the Lilo app, tap the rate to change it. To delete it, tap Delete Tax Rate, then Delete.
Lilo Pro · Owners and admins
Give a location its own rate
If one location charges a different tax, give it a rate of its own.
- Go to Settings → Taxes and select Add Tax Rate.
- Enter the Tax Name and Rate (%).
- Under Location (optional), choose the location.
- Set Applies To for that location.
- Select Add Tax Rate.
The rate shows under Location Tax Overrides. You can't move a rate to another location. Delete it and add it again instead.
In the Lilo app, choose the location under Location when you add the rate.
How it works
- Lilo adds tax on top of your prices. Your prices don't include tax, and your booking page tells clients so.
- Lilo charges one rate on each bill. When there's more than one business-wide rate, it uses the one marked Default.
- Lilo taxes every service when your rate has Services on. You can't turn tax off for just one service.
- Lilo taxes a product when your rate has Products on and the product's Taxable switch is on. See Products and stock.
- Tips aren't taxed.
- Lilo works out the tax on each line of the bill and rounds any part of a cent up.
- If someone changes a price at checkout, Lilo taxes the new price.
- The checkout Summary shows the Tax. Receipts show it too.
- If a location has its own rate, Lilo uses it there instead of your business-wide rate. That rate's Applies To switches decide what's taxed at that location.
Discounts and tax
Lilo works out the tax before a promo code comes off. So the client pays tax on the price before the code, and a 100% off code still leaves the tax to pay. See Discounts and promo codes.
Loyalty points work the same way. Tax stays on the price before points.
Referral rewards work the same way.
Most business types
Membership vouchers work the same way. Member discounts are different. Lilo taxes the price after a member discount.
Payments at booking
Clients who pay online when they book pay your prices without tax. That goes for deposits and full payments. Lilo puts the tax on the appointment's invoice, so it's left to pay at checkout. See Deposits and payment at booking.
Lilo never charges tax on a deposit it keeps after a late cancellation or no-show.
Common questions
Why wasn't tax charged?
Usually it's one of these:
- There's no tax rate for that location.
- The rate has Services or Products turned off.
- The product has Taxable turned off.
- The invoice was paid before the rate was added. Lilo doesn't add tax to paid invoices.
Why is there tax on the full price when the client used a promo code?
Lilo works out the tax before the code comes off. The client pays tax on the price before the discount, even with a 100% off code.
A client paid in full when they booked. Why do they still owe money?
Usually it's the tax. Online payments cover your prices without tax. The tax is left to pay at checkout, along with anything you add there, like a product.
Can my prices include tax?
No. Lilo always adds tax on top of your prices.
Can we charge two taxes, like a state and a city tax?
Lilo charges one rate on each bill. Add the two together and enter that as your rate.
Why is the tax a cent more than I worked out?
Lilo works out the tax on each line of the bill and rounds any part of a cent up. A bill with several lines can come to a cent or two more than taxing the total. Even a single line can come out a cent above the exact amount.
Does changing the tax rate change old invoices?
No. Invoices that are already paid keep the tax they were charged.
Does Lilo look up our tax rate or file our taxes?
No. Your business enters its own rate, and Lilo charges it at checkout.
Company branding
Set the colors, font, corner shapes, logo and favicon clients see on your booking page, client portal and emails, and where each one shows.
Discounts and promo codes
Create discount and promo codes for checkout, set their limits and dates, change or delete a code, and why a code won't work.