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Must know
  • Where: Settings > Financials > Checkout & Taxes, card Sales Tax Configuration. Changes apply only to charges created after you click Save Changes.
  • Canada uses tax lines, everyone else one rate: Canadian clubs get their province’s default lines (none for Quebec). Other clubs enter a single Tax rate (%).
  • Check your US rate: the signup rate is your state’s base rate only, with no county or city tax. Raise it to your combined rate.
  • Tax Liability is net: tax collected on settled invoices minus tax refunded in the period.
1

Check that tax is on

Go to Settings > Financials > Checkout & Taxes. On the Sales Tax Configuration card, turn on Collect sales tax if it is off. Collect sales tax may already be on for your club. With it off, no tax is applied at checkout, and the rate or tax lines, Who pays the sales tax?, Tax by location and Taxability are hidden.
2

Set your rate

Outside Canada, enter one Tax rate (%) from 0 to 100: your combined state and local rate. Canadian clubs manage Tax lines, each with a Name and Rate (%): click Add tax line, use the trash button to remove one, or click Re-apply region defaults to reload your province’s lines (Quebec has none). You can have up to 10 lines, with names up to 40 characters. Each line shows separately on receipts, for example “GST (5%)”.
3

Choose who pays

Under Who pays the sales tax?, pick Customer pays (tax is a separate line) or Organization pays (tax-inclusive pricing), where families pay only the listed price and you still owe the tax. Tax is not backed out of the price: at 5%, a 100.00itemrecords100.00 item records 5.00 of tax. The service fee is worked out on price plus tax with Customer pays, and on price alone with Organization pays.
4

Add your GST/HST number (Canada)

Below Surcharges, the GST/HST Registration card takes your GST/HST registration number: 9 digits, then RT, then 4 digits (for example 123456789RT0001). Spaces and hyphens are removed and letters capitalized. It appears on invoices, receipts and payment emails. Leave it blank if your annual revenue is under $30,000 CAD.
5

Save

Click Save Changes in the page header (it stays grayed out until you change something). You need the Edit Settings permission. A nameless tax line, a rate outside 0 to 100, or a badly formatted GST/HST number stops the save.
Items that skip tax. Each program, store product and membership has a Tax Exempt switch, and an exempt item is never taxed. The Taxability card stops tax on a whole type of item, and Tax by location sets a rate per location. For the steps, see Exempt items or set a rate per location. What families see. Receipts and emails show the rate, such as “Tax (5%)”, and a zero-tax order has no tax row. Invoices already issued keep their tax. Read the Tax Liability card. In the Reports section, pick a Time Period (This Month to Custom Range). The card shows the net figure, a line such as “120.00collected,120.00 collected, 20.00 refunded”, and a table of Month, Invoices, Collected, Refunded and Net. Cancelled invoices that still hold a completed payment count. If a note says the net is too high because of too many refunds, run a shorter period. Related: How do I exempt items from sales tax or set a different rate per location? · How do I choose payment methods and add a service fee? · Which reports show revenue, tax, and receivables? · What do the tax and service-fee lines on a refund mean?