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Package Setup: Taxes

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  1. Intro to Package Setup
  2. Step 1: Member Services
  3. Step 2: Packages
  4. Step 3: Terms
  5. Step 4: Taxes
  6. Step 5: Member Service Commission
  7. Step 6: Sales Commission
  8. Step 7: Pay Period Admin

Topic: To explain and explore the Taxes portion of Club OS’ Package Setup.

Purpose:
Taxes are a way for a club to charge a final percentage on a product or service sold. After they are set up, taxes can be applied to Member Services…

Member Services

...Fees, and Cancellation Fees.

Fees and Cancellation Fees

 

Procedure:
Begin by clicking the Taxes tab of Package Setup.

                               

                                   

To add a new tax to the list, click the ‘Add Tax’ link.

                                              

This will take you to the ‘New Tax’ page, as seen below.

                         

  1. Name: The name of the new tax. (Example: Sales Tax)
    Note: Club OS does not allow a club to edit a tax’s name after creating it.
    Note: If you need to change your tax rate, you must add a new tax, please make sure to name it identically to the name of your previous tax.
  2. Tax Rate: The rate, in decimal form, at which the tax is charged against the service(s) sold.

  3. Effective Date: The date in which the tax will first take effect.
    Example:
                           

Upon completion, if a tax is ready to be implemented, click ‘Save’.

                                     

The tax will post onto the Taxes homepage.

    

Taxes_Article_Pic_1_.png

Step 5: Member Services Commission >

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