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Tax Lesson Types

Apply a Tax Rate to a Lesson Type

Written by Mari Bern

INTRODUCTION

Feature Summary: Apply a tax rate to a lesson type so CourtReserve adds or includes tax on lesson fees, based on how the tax rate was configured in Settings > Billing Settings > Taxes.

Use Cases:

  • Apply local sales tax to private lessons, clinics, or other lesson types

  • Ensure tax is calculated automatically at checkout instead of manually adding it to each charge


PREREQUISITES


NAVIGATION

  1. Log in to the admin dashboard.

  2. Click Settings > Instructor Settings > Lesson Types.

  3. Locate the lesson type you want to update and click Edit.
    ​

  4. Scroll down to the Tax Rate field.


SETTINGS

Tax Rate - Click the field and select a tax rate to apply to this lesson type. CourtReserve adds or includes the tax based on how the tax rate was configured in Settings > Billing Settings > Taxes. The default setting is no tax rate selected.

Click Save once you've selected a tax rate. Repeat these steps for each lesson type that requires tax.


ADMIN PERSPECTIVE

On the admin side, CourtReserve displays the tax on the Lesson Types page.


USER PERSPECTIVE

On the member portal, CourtReserve displays the lesson fee as a single total, with the tax already factored in - whether the tax is added to or included in the price depends on how the tax rate was configured in Settings > Billing Settings > Taxes.

For example: here's how it works with a 3% tax rate set to Include Tax Item Price:

  • Base lesson cost (before tax): $67.96

  • Tax portion (3%): $2.04

  • Total price (with tax included): $70.00

The member sees $70.00 as the total lesson fee on the member portal, with the tax already factored in.

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