Tax Configuration
Petsoft simplifies tax compliance by integrating with Zip2Tax, ensuring accurate tax rates are applied to invoices based on your facility's location.
Automated Tax Syncing
By default, Petsoft runs a nightly background job to sync your local tax rates using your facility's address. You do not need to manually update rates when local laws change.
- Go to Organization > Settings.
- Ensure your facility's physical address and ZIP code are entered correctly.
- The system will use this ZIP code to query the Zip2Tax integration and apply the appropriate state, county, and local tax rates to your retail products and taxable services.
Tax Exemptions
Certain customers or services may be tax-exempt.
Exempting a Customer
If a customer provides a valid tax-exempt certificate:
- Open their Customer Profile.
- Click Edit.
- Check the box for Tax Exempt.
- Invoices generated for this customer will automatically waive standard taxes.
Exempting a Service
Some jurisdictions do not tax services like boarding or grooming, but do tax retail products.
- Go to Facilities > Services & Rates.
- Edit the specific service.
- Ensure the Taxable toggle is set according to your local laws.
Tax sync process
Tax exemption types
| Exemption type | Where to configure | Who/What it affects |
|---|---|---|
| Customer-level | Customer Profile > Edit > Tax Exempt | All invoices for this customer |
| Service-level | Facilities > Services & Rates > Taxable toggle | 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 | Services & Rates > Taxable toggle |
| Grooming services | Varies by jurisdiction | Services & Rates > Taxable toggle |
| Daycare services | Varies by jurisdiction | Services & Rates > Taxable toggle |
| Add-ons | Varies by jurisdiction | Services & Rates > Taxable toggle |
Tax setup checklist
| Step | Task | Location |
|---|---|---|
| 1 | Verify facility address and ZIP code | Organization > Settings |
| 2 | Confirm Zip2Tax integration is active | Organization > Settings |
| 3 | Review service-level taxable toggles | Facilities > Services & Rates |
| 4 | Mark tax-exempt customers | Customer Profile > Edit |
| 5 | Spot-check invoices for correct tax | Invoices or Reports |
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