Configuring default tax settings

Tax settings should be something to set and forget once they are working correctly.

Only Owners and Managers are able to access tax settings in Lightspeed Golf
Access to Settings - Sales Setup at the employee role level in Lightspeed Retail (R-Series) is required
Tax settings can be found in Lightspeed Golf under Settings --> Taxes
Tax Classes & Sales Taxes
- Or at this link for Tax Classes & this link for Sales Taxes

Please reach out to the Lightspeed Golf Support team if you require further assistance.

How to create new tax rates

These instructions apply if an incorrect tax rate is being processed from sales made within Lightspeed Golf, and/or the correct tax rate does not appear under Settings --> Taxes in Lightspeed Golf

In Lightspeed Retail, go to Settings --> Tax Classes
Create a new Tax Class, name it accordingly, and Save Changes
After clicking Save Changes, make note of the number that appears in the website address URL, use this number for step 11
While in Lightspeed Retail, go to Settings --> Sales Taxes, and then click on Sales Tax that appears in the Tax Name column
On the Sales Tax page, add a Sales Class Tax Rate, choose the newly created one, and set the Rate accordingly in a percentage, click Add New Rate
It will appear in the list of Sales Class Tax Rates below
Go to Settings --> Taxes in Lightspeed Golf
Click on Create Tax, if you do not see the correct tax amount listed already
Write in a name and code, and have them match each other
Enter the tax percentage as the Rate
Enter the number recorded from step 3 into the POS Reference field
Click Save

These are the steps for adjusting the tax applied to Green Fees
The same steps apply to any Products and Subscriptions
- This includes Green Fees, Carts, Packages, Extras, Kits, Memberships, Services, and Bundles