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Must know
  • Tax Exempt on an item (a program, membership or store product) means it is never taxed, renewals and recurring billing included.
  • Stop taxing a whole type by unchecking it on the Taxability card. With more than one location, you can override it per location.
  • Tax by location shows only when you have more than one location, and is read-only if you use tax lines (Canadian clubs use tax lines).
  • New charges only: changes apply to charges created after you save.
Exempt one item. Turn on the item’s Tax Exempt switch, then save the item. An exempt item is never taxed, whatever your other tax settings say. While tax is on, the Sales Tax Configuration card counts them, for example: “3 programs, 1 store product are marked tax exempt and never taxed. Manage this on each item’s edit form.” Stop taxing a type of item or change a location’s rate.
1

Open Checkout & Taxes

Go to Settings > Financials > Checkout & Taxes. The Taxability and Tax by location cards show only while Collect sales tax is on.
2

Uncheck the types you don't tax

On the Taxability card, uncheck a type to stop taxing everything of that kind: Programs, Memberships, Passes, Store items, Events, Competitions, Bookings, Punch cards or Custom line items (types for features your club hasn’t turned on are hidden). With one location, each type has one Collected checkbox.
3

Override a location (optional)

With more than one location, the card is a grid: an All locations column plus one per location. Change a location’s box to override the all-locations setting there. A dot marks the override, and a Reset button appears under that location’s name.
4

Set a location's rate

The Tax by location card lists each location as “Org default · [rate]%” (your Tax rate (%)). Click Override and enter that location’s rate, or click the reset arrow beside it to go back to the default. “Locations without an override use the organization rate above.”
5

Save

Click Save Changes in the page header.
If you use tax lines. If your club uses itemized tax lines (as Canadian clubs normally do), the Tax by location card is read-only: “Per-location rates aren’t available while itemized tax lines are configured.” Per-location Taxability still works. Which location a charge uses. When families check out, a program, event or competition uses the location it runs at, and a store product uses its pickup location. Memberships, passes, bookings and delivered products have no location, so they use your club-wide rate and the All locations setting. What wins. A location’s own box or rate beats the all-locations setting and the club-wide rate, and Tax Exempt beats both. Discounts, gift cards and payment-plan deferrals are never taxed. New charges only. Saved changes apply to charges created afterward, including the next recurring charge or renewal. Saving never re-taxes invoices you’ve already sent. A draft invoice picks up the new settings when you send it. Related: How do I set up sales tax at checkout? · How do I set a program’s price and billing? · How do I add products to my store? · How do I set membership pricing and billing?