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Must know
  • Customer pays adds tax on top of the charge at checkout; Organization pays means your prices already include tax and you absorb it (you still owe it).
  • US clubs enter one combined rate; Canadian clubs configure multiple tax lines (e.g. GST, PST) plus a GST/HST registration number.
  • Collected tax is summarized in the Tax Liability card on this same page — total tax collected from paid invoices over any period you pick.
Sales tax lives on Settings → Financial Setup → Checkout & Taxes, in the Sales Tax Configuration card.
1

Turn tax on

Toggle Collect sales tax on. With it off, no tax is applied at checkout.
2

Set your rate

US clubs enter a single Tax rate (%) — the combined state and local rate for your location (it’s pre-filled from your state at signup). Canadian clubs manage Tax lines: add each line with a name and rate, or click Re-apply region defaults to load your province’s standard lines. Each line shows separately at checkout, on receipts, and on invoices.
3

Choose who pays

Under Who pays the sales tax?, pick Customer pays (tax appears as a separate line on top of the price) or Organization pays (tax-inclusive pricing — tax isn’t shown, but you still owe it).
4

Add your GST/HST number (Canada)

Canadian clubs can enter a GST/HST registration number so it appears on invoices, receipts, and payment emails. It’s required once annual revenue exceeds $30,000 CAD.
5

Save

Click Save Changes in the page header.
Related: How do I choose payment methods and add a service fee? · What do the tax and service-fee lines on a refund mean? · Which reports show revenue, tax, and receivables?