Adding Tax Information
You can now add your parent group's tax information to the software so that it appears on the orders page for parents. We recommend setting this up at the beginning of the school year. For instructions for parents on how to generate their own documents for tax purposes, click here. To add the tax information as an admin, follow these instructions:
Navigate to School Settings > Setup > Shopping Cart Settings.
In the Store Tax Message field, you can fill out the message that you would like to appear to the user in their purchase history screen. It also gives some examples as to what you might want to say there.
You also will want to display product specific tax-deductible information for the products that are tax deductible (donations, membership, etc). To do this, navigate to your products page and update or add a line to the "Description Long" field of each product that is tax deductible. You will also want to add this Long Description to each new product you make that is tax deductible as well.
- Navigate to Store > Products
- Click the pencil icon next to the product you would like to edit
- Click the second tab titled "Description"
- In the Description Long field, add your tax deductible information (e.g. "PTA memberships are 100% tax deductible for the full cost of membership")