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How-to Article: Managing Picsello Tax

This article will help you verify that are collecting taxes via Picsello in-app and from the client view.

Updated over a week ago

The following article is a companion to the How-to Article: Collect Taxes via Picsello and provides a view from the Photographer-side and client-side of what you will see via the in-app and client experience.

Photographer View of Picsello Tax

PACKAGES

When you go to setup, edit, or create a new package, you will see tax for the Creative Session Fee as “Estimated tax” and reflected in the “Package total”

PAYMENT SCHEDULE

Within the payment schedule, you will see the “Estimated tax” separated out from the “Balance to collect” which includes the “Creative Session Fee”, and if you have added the cost for a “Professional Print Credit”, or “Digital Collection” to the total.

Your payment schedule will include:

  • The “Balance to Collect” split across the specific payments and dates you’ve specified. You can read more about Payment Schedules here.

  • The “Estimated tax” is divided by the total number of payments in your schedule, not calculated as a percentage of the actual payment amount. In the example below, the tax is divided by three and added to each payment

FINANCES

You can review client payments to see what taxes have been collected in-app via your Finance table. Looking at the “Total” column and selecting a specific job to view, you will see what portion of that client payment was tax.

DISABLE COLLECTING TAX VIA PICSELLO ON A JOB

Whether you are creating a package from scratch, or simply editing an existing one, you will have the option to see and or remove the tax settings easily for each:

Digital Collection Settings:


Client View of Picsello Tax

Clients will be able to see “Estimated Tax” clearly separated on each of the following:

PROPOSAL

PAYMENT SCHEDULE

CLIENT INVOICE DOWNLOAD

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