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Tax Types

John Carpenter avatar
Written by John Carpenter
Updated over 3 weeks ago

(Also know as VAT types and GST Types)

Taxes in Indy are managed at the circuit level through Circuit Settings, and applied across items, item classes, and specific sites. The system supports multiple tax types, rates, and jurisdiction-specific setups β€” including county, state, or national taxes β€” and lets you apply and override these as needed across products and locations.


πŸ“ Where to Configure Taxes

All taxes are managed via:

Indy Admin β†’ Settings β†’ Circuit β†’ Tax Types (VAT, GST etc.)

Even though taxes apply per site, they are configured centrally under your circuit settings.


βž• Adding a New Tax

  1. Navigate to Circuit Settings β†’ Taxes

  2. Click + Add Tax

  3. Enter:

    • Name of the tax (e.g. County Admission Tax)

    • Rate (e.g. 1.5%)

    • Sites the tax applies to (you can select multiple)

  4. Save the tax entry

  5. Repeat as needed for additional tax types (e.g. State Tax, Concession Tax, VAT, etc.)

βœ… You can add as many taxes as necessary. Site selection is critical β€” the same tax name can be reused with different rates per site if needed.


🍿 Where Taxes Are Applied

Once created, taxes can be applied in three main locations:


1. Item Classes

Apply tax at the category level β€” useful when all items in a class (like Food or Tickets) share the same tax configuration.

Settings β†’ Item Classes

  • Select an item class (e.g. Food)

  • Click Edit Taxes

  • Add one or more applicable tax entries

  • Save

βœ… Example:

Add both a State Sales Tax (6.0%) and a County Concessions Tax (2.5%) to the Food item class.

πŸ“ Taxes set here act as the default inheritance for all items in that class.


2. Individual Items

Override tax settings for specific items β€” used when a particular product has unique tax rules.

Settings β†’ Items β†’ Select an Item β†’ Edit Taxes

  • The item will inherit taxes from its item class by default

  • You can add additional taxes, or

  • Remove inherited taxes and set completely custom taxes

βœ… Example:

A Beer item inherits Food Tax, but you override it to apply Alcohol Duty and remove Food Tax

πŸ“ Overrides only affect that individual item and will not affect the rest of the class.


3. Multiple Taxes per Item

Items can have more than one tax applied simultaneously. These are stacked and calculated in reporting as separate lines.

βœ… Example:

A $10 item taxed at 6% State + 2% County = $10.80 total

πŸ“ Reporting breakdowns show each tax line independently, which supports audit compliance for complex tax environments.


πŸ” Editing Existing Taxes

  • Go to Circuit Settings β†’ Taxes

  • Click on the tax name

  • You can adjust:

    • Name

    • Rate

    • Applicable sites

Changes apply instantly and affect all items where that tax is in use β€” unless the item overrides it manually.

πŸ“ Avoid editing the name of an existing tax unless necessary. Changing the name may affect historical reporting if the customer is doing a manual reconciliation.


βœ… Use Cases

Use Case

Setup

State & County Tax on Food

Apply both taxes to the Food item class

VAT per country

Use site-specific rates (e.g. UK VAT 20%, Ireland VAT 23%)

No tax on bottled water

Override item-level tax to remove inheritance

Ticket tax only at one venue

Create tax, apply to that single site only

Watch the Tutorial

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