Tax settings should be something to set and forget once working correctly.
Please reach out to the Lightspeed Golf Support team if you encounter any problems.

Owners and Managers can access tax settings in Lightspeed Golf, while access to the Settings - Sales Setup permission is required at the employee role level in Lightspeed Retail (R-Series).

Creating new tax rates manually

Use these instructions if the wrong tax rate is applied in Lightspeed Golf sales or the correct rate is missing under Settings > Taxes.

1. Navigate to Settings > Tax Classes in Lightspeed Retail.
2. Create a new Tax Class, name it accordingly, and click Save Changes.

   

3. Make note of the number that appears in the website URL to use for step 11.

   

4. Navigate to Settings > Sales Taxes, and select Sales Tax.
5. Use the Class drop-down list under Add Sales Class Tax Rate to select the tax class you created.
6. Enter the tax rates, then click Add New Rate.
7. Navigate to Settings > Taxes in Lightspeed Golf.
8. Click Create Tax if the correct tax rate is not listed already.
9. Enter a name and code for the tax rate. GST and HST are examples of tax codes.
10. Enter a tax percentage in the Rate column.
11. Enter the number recorded from step 3 as the POS Reference.

    

12. Click Save.
13. Apply the new tax rate(s) to your Products and Subscriptions.

Enabling synced tax rates

Tax rates may sync over from Lightspeed Retail (R-Series), where they were first created. These instructions apply to you if toggles appear next to tax rates in Settings > Taxes, in Lightspeed Golf.

1. In Lightspeed Retail, navigate to Settings > Tax Classes
2. Click New Tax Class if the rate you want to add to Lightspeed Golf is not yet listed.
   • Click Save Changes, after entering the tax rate's name, when creating a new Tax Class.

   

3. Navigate to Settings > Sales Taxes, and select Sales Tax.
4. Adjust the Sales Class Tax Rates according to the tax rates you want to charge in Lightspeed Golf.
   
   • New tax classes can be added using the drop-down list, by setting the tax rates and clicking Add New Rate.

   

5. In Lightspeed Golf, navigate to Settings > Taxes.
6. Enable the tax rates with the Show tax toggle for each tax rate.

   

7. Apply the new tax rate(s) to your Products and Subscriptions.

Applying tax rates to products and subscriptions

These steps apply to all products and subscriptions, including Green Fees, Carts, Packages, Extras, Kits, Memberships, Services, and Bundles.

1. Navigate to Settings in Lightspeed Golf, and select a Product or Subscription.
2. Use the Tax drop-down list to adjust the applied tax rate.
3. Click Save.