Membership and Add On Tax

Table of Contents

Membership and Add-On Tax

Taxes for memberships and add-ons are supported via one of two methods:

  1. Membership and add-on pricing includes taxes - The payment amount displayed on screen and on contract is the total price including pre-calculated tax.
    1. An advertised payment amount can be set for optionally displaying the pre-tax price in Online Join
    2. This method is most flexible, allowing clubs to define distinct tax rates for specific memberships or specific add-ons
  2. Membership and add-on pricing does not include taxes - The payment amount displayed on screen and on contract is the pre-tax amount, and taxes are calculated at time of signup using predefined tax rates.
    Note: This option must be enabled by the Client Support team - contact them here.
    1. Applicable taxes are calculated using an assigned tax type and displayed with a breakout of predefined tax levels
    2. This method assumes all memberships and all add-ons are taxed at the same rates
    3. Applying taxes to only memberships or only add-ons is not currently supported
    4. Applying taxes to specific memberships or specific add-ons is not currently supported
    5. Applying distinct tax rates to memberships or add-ons is not currently supported
    6. Applying tax rates to prorated membership payments is not currently supported
    7. Point of Sale and offer items can have distinct tax rates
    8. Auto Term Renewals are not supported. Clubs that are set up with auto term renewals should not used this method. 
  • To set up a tax type for memberships and add-ons, see this article

Sample screenshots of Tax Types setup, Member Enrollment, Online Join, and add-on signup when using the second method: