Tax Configuration

Petsoft integrates with Zip2Tax to apply the correct tax rate to invoices for your facility's location.

Automatic Tax Rate Updates

Petsoft automatically updates your local tax rates every night, using your facility's address. You do not need to manually update rates when local laws change.

1. Go to Organization > Settings.
2. Confirm that your facility's physical address and ZIP code are correct.
3. Petsoft uses this ZIP code to find your tax rates in the Zip2Tax integration. Petsoft then applies the correct state, county, and local tax rates to your retail products and taxable services.

Tax Exemptions

Some jurisdictions do not tax services such as boarding or grooming, but do tax retail products. You can exempt a service from tax in Petsoft.

Exempting a Service

1. Go to Services > Facility Services.
2. Edit the service.
3. Set the Taxable checkbox to match your local tax laws.

This image shows the Taxable checkbox with the service's other settings, above its price fields.

Products have their own Taxable or No Tax setting. See Products & Retail.

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Tax exemption types

Exemption type	Where to configure	Who/What it affects
Service-level	Facilities > Services > Facility Services > Taxable checkbox	All customers using this service

Taxable vs. exempt configuration matrix

Item type	Usually taxable?	Where to check
Retail products	Yes	Product catalog settings
Boarding services	Varies by jurisdiction	Facility Services > Taxable checkbox
Grooming services	Varies by jurisdiction	Facility Services > Taxable checkbox
Daycare services	Varies by jurisdiction	Facility Services > Taxable checkbox
Add-ons	Varies by jurisdiction	Facility Services > Taxable checkbox

Tax setup checklist

Step	Task	Location
1	Confirm facility address and ZIP code	Organization > Settings
2	Review service-level Taxable checkboxes	Facilities > Facility Services
3	Check a sample of invoices for correct tax	Invoices or Reports