Tax Configuration
Configure tax rates for your products and memberships.
Payment Preferences
Location: Settings → Taxes
Configure how prices display:
| Option | Description |
|---|---|
| Inclusive | Prices shown include taxes |
| Exclusive | Taxes added at checkout |
Adding Tax Rates
- Click Add Tax Rate
- Configure:
| Field | Description |
|---|---|
| Name | Tax name (e.g., "Sales Tax") |
| Rate | Percentage (e.g., 8.5) |
| Apply to Products | Tax products |
| Apply to Memberships | Tax membership plans |
- Click Save
Multiple Tax Rates
You can create multiple taxes that stack:
- State sales tax
- City tax
- Special district tax
All applicable taxes are calculated and shown separately on invoices.
Example
If you have:
- State tax: 6%
- City tax: 2%
A $100 membership would show:
- Subtotal: $100.00
- State tax: $6.00
- City tax: $2.00
- Total: $108.00
Archiving Tax Rates
To stop using a tax rate:
- Click the tax rate
- Click Archive
- Tax no longer applies to new transactions
note
Past invoices retain their original tax calculations.
Tax Display on Invoices
Invoices show:
- Subtotal (before tax)
- Each tax rate with amount
- Total (including all taxes)
Troubleshooting
Tax Not Applying
Verify:
- Tax rate is active (not archived)
- Correct applicability selected (products/memberships)
- Price setting matches expectation (inclusive/exclusive)
Wrong Tax Amount
Check:
- Tax rate percentage is correct
- Multiple taxes aren't stacking unexpectedly
- Inclusive vs exclusive setting
Related Topics
- General Settings - Business configuration
- Payments & Invoices - How taxes appear on invoices
- Products (POS) - Product pricing with tax