Tax Set Up
How to set up taxes for sales on Company Settings
Under Company Settings, you can set up the taxes for your business' sales. You must complete this as a step in your implementation of your software.
Menu > Company Settings > Tax Setup
Tax Rate Options
Select this checkbox 🔲Tax Included in Price
When you check this option, it means that the prices you enter already include tax.
For example:
If your service costs $100 and tax is 10%, EnvisionNow will assume the $100 already includes that tax (so it will calculate $90.91 net + $9.09 tax = $100 total).
If you do not check the box, the system will add tax on top of the listed price (so $100 + $10 tax = $110 total).
You must still set up your tax rate — EnvisionNow won’t figure that out for you.
“Taxes will not be included in the total of the bill”
If you don’t check the box, tax is calculated separately and shown as an added line item (like in most U.S. invoices).
U.S. Usage
You’re right — most companies in the U.S. do not use this option.
In the U.S., it’s standard practice to show tax added at checkout or billing, not included in listed prices.
This option is more commonly used in regions like Europe, Australia, or Canada, where consumer pricing typically shows tax-included (e.g., “VAT included”).
Summary
Region | Common Practice | Should You Check the Box? |
United States | Tax shown separately (added at checkout) | No |
Europe / Australia / Canada | Tax included in prices | Yes |
So in most U.S. cases, you’ll leave that box unchecked.
Select this checkbox 🔲Remove Tax Line From Receipts if you would like to remove the tax calculations from receipts. However, taxes will still be charged to the client and reflected in the total.
Select this checkbox 🔲Use Compound Tax if you would like to use compound tax on receipts. Compound tax will combine multiple tax rates into one rate reflected on receipts.
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Tax Setup
Set your tax rates by checking which items are taxable and entering the correct tax rates in the fields to the right. The tax rate should be entered as a whole number. For example, if your tax rate is 7%, this should be entered as 7.000.
The Rate 2 and Rate 3 fields are for city or county taxes.
Be sure to check the boxes, respectively, to ☑️Enable Retail Tax, ☑️Enable Service Tax and ☑️Enable Membership Tax.
Entering these individual tax rates will allow you to pull reports with each rate separated into their own totals!
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The Tax Name entry allows you to change the name shown on the tax line of your receipt.
Select how the taxes are shown on your receipts in Receipt Display Options. You will have these options: Show Tax as Single Line or Separate Line for Each Tax Rate.
Custom Tax Rates (Pro Plan Only)
You can in custom tax rates as well, such as VAT (Value Added Tax) in the European Union. You can also use custom tax rates to link them to specific services or products.
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Once you select, the (+) symbol, you will see a popup and can create a custom tax rate.
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Once you have set up your taxes, you will not need to come back to this page unless you need to update the tax options.




