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How To Change a Tax Rate

How do I change a tax rate? How do I update taxes? Changing a tax rate is a quick process. Here is an overview of the steps as well as detailed instructions with visuals.

Last Updated: April 15, 2025
Link to Feature: https://app.fireflyreservations.com/taxes (or click here)
 

Overview

Once a tax has been established, it cannot be modified. To make a change to the rate of an existing you can follow these steps to create a new tax and then apply the new tax throughout the system as needed.
 
There are 5 easy steps to change a tax rule:
  1. Create a new tax at the correct rate needed
  2. Update your units.
  3. Update your POS items.
  4. Update your Add-ons.
  5. Disable the old tax, if not used on any item in the system.
 
 TIP: Click on an item in the list above to jump to that section below.
 

Create a new tax 

This will be the tax with the corrected rate. Go to Settings > Taxes > New Tax.
It is helpful to show the change in the name (ie: 2024 Lodging Tax or Lodging Tax 6%)

Return to Quick Links

 

Link the new tax to an associated unit.

Go to Settings > Units > click a unit to open it > Taxes tab.

If there is an existing tax rule... update the associated tax. On the tax, click 3 dots > Edit. Click the Tax dropdown to select the new tax, then click Save.

If there is no existing tax rule... click Add Tax Rule.

Enter the desired setup parameters and click Save.

 

Export change... in the upper right corner, click the Options dropdown > Import/Export Unit Info.

Select Export > select the unit(s) to share the tax change with > select Taxes > click Continue.

Return to Quick Links

 

Update your POS.

On the main menu, go to Point of Sale > POS Items. You can find and open the item(s) needing a tax change. Simply deselect the undesired tax, select the new tax, and click Save.

For a more efficient process, especially useful if you have many items to change, you may edit the tax settings on your POS Item Categories and use the "Override individual POS item taxes" option to push the tax change to all items in the category. You must ensure every POS item is designated to a category to use this option. If unfamiliar, POS Item Categories setup is found on the main menu in the Settings dropdown.

Return to Quick Links

 

Update your Add-ons.

Go to the main menu's Settings dropdown, select Add-ons. Find and click an add-on to open its settings. Deselect the undesired tax, select the new tax, and click Save.

Return to Quick Links

 

Disable the old tax to hide it in the system.

If the tax rule is no longer used on any items in the system, it may be disabled to hide it.

Go to Settings > Taxes > click a tax to open it > Disable.

 

You are DONE!  Your taxes have been updated throughout Firefly.

Return to Quick Links

 

TIP: For more information about taxes in Firefly, see: Tax Rules - Setting up Taxes

 

🙋‍♀️ Still need help? Email: support@fireflyreservations.com and one of our technicians can help answer your questions.

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