- Intro to Package Setup
- Step 1: Member Services
- Step 2: Packages
- Step 3: Terms
- Step 4: Taxes
- Step 5: Member Service Commission
- Step 6: Sales Commission
- Step 7: Pay Period Admin
Topic: To explain and explore the Taxes portion of Club OS’ Package Setup.
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…
...Fees, and Cancellation Fees.
Fees and Cancellation Fees
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.
- 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.
- Tax Rate: The rate, in decimal form, at which the tax is charged against the service(s) sold. Club OS uses ceiling rounding on tax payments - for example, a tax payment of $2.344 in taxes will be rounded up to $2.35.
- Effective Date: The date in which the tax will first take effect.
Upon completion, if a tax is ready to be implemented, click ‘Save’.
The tax will post onto the Taxes homepage.