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Set up Tax for Your Business

Written by Amelia
Updated today

In MoeGo, tax is applied at the service level, not at the invoice level.

This means:

  • Tax must be created first.

  • Then tax must be attached to each service, product, package, or membership individually.

  • Only items with tax attached will calculate tax on the invoice.

🖥️ Desktop

1. Create Tax

Go to:
Settings > General Settings > Tax

Click to create a new tax and enter:

  • Tax Name (e.g., Sales Tax, Grooming Tax)

  • Tax Rate (e.g., 8%)

Both the tax name and rate will appear on invoices and receipts.

If your services are not taxable, you may create a tax named “None” with a rate of 0%.

2. Attach Tax to a Service

Go to:
Settings > Services

  1. Click on a specific service

  2. Select the appropriate tax

  3. Click Save

Repeat this step for:

  • Services

  • Products

  • Packages

  • Memberships

Each item must have tax assigned individually.

3. Updating Tax for Existing Services

If you change the tax attached to an existing service and click Save, you will see a confirmation pop-up:

Option: “Apply to all unconfirmed upcoming appointments”

If selected:

  • The updated tax will apply to all unconfirmed future appointments

  • Confirmed appointments will NOT be affected

If not selected:

  • Existing appointments (including future ones) will keep the old tax

  • Only newly created appointments will use the new tax

⚠️ Important: Editing Tax Rate vs. Reassigning Tax

There is a key difference between:

1️⃣ Editing the tax rate inside Tax Settings

If you change the rate directly under Settings > Tax:

  • The updated rate will apply only to newly created appointments

  • Existing future appointments will NOT be updated

2️⃣ Updating the tax attached to a service

If you update tax from the service level and choose to apply to unconfirmed appointments:

  • Unconfirmed future appointments will update accordingly

👉 To properly update tax for upcoming appointments, always update the tax at the service level, not just the tax rate in Tax Settings.


📱 App

1. Create Tax

Go to:
Settings > General Settings > Tax

Add:

  • Tax Name

  • Tax Rate

2. Attach Tax to a Service

Go to:
Settings > Services

  1. Select a service

  2. Apply the appropriate tax

  3. Save

If you change the tax for an existing service, you will see:

“Apply to unconfirmed upcoming appointments” toggle

If toggled ON:

  • Unconfirmed future appointments will update

  • Confirmed appointments will not be affected

If left OFF:

  • Existing appointments remain unchanged

  • Only newly created appointments will use the updated tax

3. Business Location Confirmation (App)

After clicking Save, you will see a confirmation message:

“Confirm to update”

Please note:

  • The tax update will apply only to the currently selected business location

  • To apply the change across all business locations, please use the desktop version

You may choose “Do not show this again”, but keep in mind:

On the app, business locations are managed separately. Any tax changes made in the app will apply only to the selected location, not to all locations automatically.


Editing Tax During Checkout (App Only)

Tax can only be manually adjusted for a specific invoice through the mobile app.

To edit tax for a single appointment:

  1. Go to Appointment Details

  2. Open the Invoice with "take payment"

  3. Tap on Tax

  4. Select the service item you want to update

  5. Choose the appropriate tax

Once selected, the new tax will be applied immediately.

You may repeat the same steps to update tax for other service items on the same invoice.

⚠️ This option is only available on the app, not on desktop version.


Best Practice Checklist

Before going live, make sure:

✔ Tax is created
✔ Tax is attached to every applicable service
✔ Products and memberships have correct tax assigned
✔ You understand how updating tax affects future appointments

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