Tax Membership Plans

Apply a Tax to Membership Types

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

INTRODUCTION

  • Feature Summary: Add a tax to membership plans.

  • Use Cases: System users should learn the correct tax obligation and apply that rate to membership plans, if applicable.

PREREQUISITES

Know how to create a tax rate and create a membership type.


SETUP REQUIREMENTS

  1. Log in to the admin dashboard.

  2. Go to the side menu and click MEMBERSHIPS.

On the next page, select a membership type and click the Edit button.

Click the Membership Price tab and scroll down to the Tax Rate heading. Click the field and select a tax option. Click Save Changes. Repeat the steps for other types.

FEATURE USAGE - ADMINS' PERSPECTIVE

On the admin side, CourtReserve displays the tax next to the cost of a plan (if the tax is extra -- an option configured when the system user created the tax rate).

FEATURE USAGE - USERS' PERSPECTIVE

On the member portal, CourtReserve displays prices plus the tax (if tax is extra).

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