Admin Level - Financial Admin Full Access (first two sections)
   Superuser or Lesson Admin (last two sections)

SwimOffice and Lessons for Australian teams only

CoA Setup

You will individually apply GST functionality at the Chart of Account level. Each time you create an invoice you will apply a Chart of Account (CoA). If that CoA is GST enabled it will be calculated into the final cost. All costs are inclusive of GST.

  1. Go to Billing Setup.
    1. Chameleon users: In the side menu click Billing Admin > Billing Setup.
    2. New CMS users: In the side menu click Business Tools > Billing Setup.
  2. Click CoA Setup tab
  3. Click Add New or click a CoA name to edit
  4. Set GST Included drop down to Yes
  5. Click Save Changes
  6. All GST CoAs will appear under the "GST Included" column as "Yes"

Reporting

To generate your GST report

  1. Go to Invoices & Payments.
    1. Chameleon users: In the side menu click Billing Admin > Invoices & Payments.
    2. New CMS users: In the side menu click Business Tools > Invoices & Payments.
  2. Click GST Sum tab
  3. Enter your Beginning Date / End Date
  4. Click Generate GST Summary Report

Lessons

GST is turned on at the system level and if on will globally apply to all CoA. All charges will be inclusive of GST. You CANNOT have some CoAs on and others off.

To turn on,
  1. Go to Lessons Admin.
    1. Chameleon users: In the side menu click Team Admin > Lesson Admin.
    2. New CMS users: In the side menu click Classes & Lessons > Lessons Admin.
  2. Click Edit in the bottom right
  3. Set GST Included in All Fees dropdown to YES
  4. Click Save Changes

Lessons Reporting

  1. Go to Lessons Admin.
    1. Chameleon users: In the side menu click Team Admin > Lesson Admin.
    2. New CMS users: In the side menu click Classes & Lessons > Lessons Admin.
  2. Click GST tab
  3. Enter the transaction date range
  4. Click Report Now!

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See Also
Recurring vs Non Recurring