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 — Represents a single tax or a group of tax percentages applied together (e.g., "Quebec Sales Tax" combining GST and QST).
  • Tax Level — Represents one specific tax percentage within a Tax Type. A Tax Type can include one or multiple Tax Levels.

Navigating to Tax Settings

1. From the My Apps page, select Settings.
2. Select Tax Settings.

Create a Tax Type

1. From Tax Settings, click Add New Type.
2. Enter a descriptive Tax Type Name. This name appears in Point of Sale item setup, so it should be clear enough for staff to select the correct tax when configuring items.
3. Click Save.

Note: Tax Levels are automatically carried over from previous Tax Type setups when a new type is created.

Create Tax Levels

Tax Levels define the individual percentages that make up a Tax Type.

1. From Tax Settings, click the Tax Type row to expand it.
2. Click Add/Edit Levels.
3. Click Add New Level — a side panel opens.
4. Enter a Level Name and a Tax ID number (this number can be obtained from your state or provincial tax commission).
5. Click Save.

Note: Tax Levels, once added, are available across all Tax Types. Follow the same steps to edit an existing Tax Level.

Define Tax Level Percentages

Once Tax Levels are created, assign a percentage amount to each.

1. From Tax Settings, click the Tax Type row to expand it.
2. Enter a percentage amount for each applicable Tax Level.
   • Percentages of up to 3 decimal places are supported.
3. Click Save.

The total combined percentage for the Tax Type is displayed to the right of the Tax Type name.

Edit a Tax Type

1. From Tax Settings, click the Tax Type row to expand it.
2. Edit the Tax Type name or any Tax Level percentages as needed.
3. Click Save.
    

Delete a Tax Type

1. From Tax Settings, click the Tax Type row to expand it.
2. Click Delete in the bottom-left of the screen.
3. Confirm using the browser dialogue.

Note: If the deleted Tax Type was designated for dues and add-ons or for Revenue Analytics, that designation is automatically cleared.

Delete a Tax Level

1. From Tax Settings, click the Tax Type row to expand it.
2. Click Add/Edit Levels.
3. Select the Tax Level you want to remove.
4. Click Delete and confirm.

Use for Dues and Add-Ons

The "Use for dues and add-ons" toggle designates which Tax Type is applied when calculating and displaying taxes for membership dues and add-ons during enrollment. When designated, taxes are calculated at the time of sign-up and displayed as a breakout of each Tax Level — both on screen during enrollment and on the membership or prospect contract.

This option must be enabled for your club by the Client Support team before it appears in Tax Settings. Contact support here.

Auto Term Renewals are not supported. Clubs set up with auto term renewals should not use this toggle.

Designating a Tax Type for Dues and Add-Ons

1. From Tax Settings, click the Tax Type row you want to designate.
2. Locate the "Use for dues and add-ons" toggle and set it to Yes.
3. Click Save.

Once saved:

• The Tax Type list displays a "Dues & Add-Ons" label on the designated row for easy identification.
• During enrollment, taxes are automatically calculated using this Tax Type and shown as individual Tax Level line items in the enrollment summary.
• Tax Level names are displayed to members on screen and on their signed contracts.

Important Rules

• Only one Tax Type can be designated at a time. Once a Tax Type is set to Yes, the toggle is disabled on all other Tax Types.
• To switch designations — set the current designation to No and save first, then designate the new Tax Type.
• Deleting a designated Tax Type automatically clears the designation.
• If no Tax Type is designated, taxes will not be calculated for dues during enrollment. Taxes will still apply to offer/POS items that have their own associated Tax Types.

What Members See

When a Tax Type is designated for dues and add-ons, the tax breakout appears in:

• Online Join — The Due Today section and recurring dues section show individual Tax Level line items with calculated amounts.
• In-Club Member Enrollment — The Fees Due at Sign Up section and the Recurring Fees section show the same breakout.
• Membership and prospect contracts — The Fees Collected At Signup section lists each Tax Level as a separate line item alongside Subtotal, Promotion/Adjustment, Admin Fee, Convenience Fee, and Total Collected.

For a full walkthrough of the enrollment and contract experience, see Membership and Add-On Tax.