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Tax Settings

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The Tax Settings section is used to create and configure taxes that can be applied to Point of Sale items, memberships and add ons. Taxes are structured as follows:

  • Tax Type: This represents a single or multiple tax percentages. 
    • Tax Level: This represents a specific tax percentage. This percentage is used to calculate tax amount at time of purchase. A tax type can include a single or multiple tax levels. 

Create a Tax Type

To create a new Tax Type:

  1. Select Settings from the left side of the My Apps page
  2. Select Tax Settings
  3. Click Add New Type, and enter a tax type name. This name is displayed in Point of Sale item set up, so it should be descriptive enough to allow a user to correctly make a selection for item taxes. Tax Levels are automatically added from previous Tax Type set ups. 
  4. Use the Use for dues and add ons toggle to indicate which Tax Type is applied to membership and add on pricing.
    • Note: This option must be enabled by the Client Support team - contact them here. Internal team members, see this article for enablement guidance.
    • Only up to one Tax Type can be selected as "Yes". If a Tax Type is selected as "Yes", then an indicator displays in the Tax Types table for easy identification.  
    • The Tax Type that is applied to membership and add on pricing displays the tax breakdown for each Tax Level of the Tax Type at the time of membership and add on sign up. Tax Level names are displayed to users on screen and in the membership and add on contracts.  See below for an sample screenshot.
  5. Click Save

Create Tax Levels

To create tax levels (percentages):

  1. Select Settings from the left side of the My Apps page
  2. Select Tax Settings
  3. Click the Tax Type row
  4. Click Add/Edit Levels
  5. Click Add New Level - this opens a side panel 
  6. Enter a Level Name and a Tax ID number
  7. Click Save - this creates the tax level in the tax type


Define Tax Levels with Tax Amounts

Once Tax Levels are created, set up percentage amounts for each level. To define amounts:

  1. Select Settings from the left side of the My Apps page
  2. Select Tax Settings
  3. Click the Tax Type row
  4. Enter a percentage amount for each applicable Tax Level 
    • Percentages of up to 3 decimal points are supported
  5. Click Save - this updates the total percentage calculation for the Tax Type


Editing Tax Types

To edit an existing Tax Type:

  1. Select Settings from the left side of the My Apps page
  2. Select Tax Settings
  3. Click the Tax Type row
  4. Edit Tax Type or Tax Level information
  5. Click Save


Use for dues and add ons

The Tax Type that is applied to membership and add on pricing displays the tax breakdown for each Tax Level of the Tax Type at the time of membership and add on sign up. Tax Level names are displayed to users on screen and in the membership and add on contracts.  

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