📝 Overview

Tax rates allow you to control which products are taxed and how much tax is charged at checkout. Instead of applying tax globally, the software lets you pick and choose exactly which products should collect tax, giving you flexibility across different programs, activities, or merchandise.

You can also create multiple tax rates and apply them as needed. This is especially helpful for organizations that need to charge different types of tax, such as city tax vs. league tax, or when tax rules vary by location or product type.

Once tax rates are set up, they can be assigned at the product level so tax is calculated automatically during purchases in person or through the Customer Portal.

🔑 Authorizations

Click the arrow to learn which permissions are required

To complete all tax setup steps, users need the following permissions:

Product Management – Required to create and edit tax products.
Tax Product Management – Required to create and manage tax rates.
Product Location Management – Required to assign tax rates to specific products and locations.

If you do not see the options described in this article, verify your role permissions or contact an administrator.

📦 Step 1: Create a Tax Product

Click the arrow to learn how to create a tax product

Authorization required: Product Management

Use the global search and enter Products, then select Products.
Click the "+" to add a New Product.
Enter the following:
- Product Name – This name appears on invoices and receipts.
- Global Price – Enter 0.00.
- Category / Subcategory – Common options include Taxes or Sales Tax.
- Product GL – Optional, used for accounting exports.
Leave other fields blank unless required for your organization.
Click Save New Product.

✍️ This product acts as the tax container and will be linked to one or more tax rates.

💰 Step 2: Create a Tax Rate

Click the arrow to learn how to create a tax rate

Authorization required: Tax Product Management

Use the global search and enter Product Taxes.
Click the + icon to add a new tax rate.
Select the Location where this tax applies.
Choose the Tax Product created in Step 1.
Enter the Tax Rate Percentage.
Click Save Tax.

✍️ Repeat these steps to create additional tax rates if you need different taxes, such as city tax, league tax, or location-based tax rates.

🛒 Step 3: Assign Tax Rates to Products

Click the arrow to learn how to apply tax to products

Authorization required: Product Location Management

Use the global search and enter Products.
Search for and select the product you want to charge tax on.
Select the appropriate Location.
Check the box next to the tax rate you want applied.
Click Add Location Settings to save.

✍️ Only products with an assigned tax rate will collect tax at checkout.

💡 Pro Tips

⚖️ Create separate tax types – Use individual tax rates for city, league, or special-use taxes instead of combining them.
📍 Review location settings carefully – Tax rates are location-specific and must be assigned for each applicable location.
🧾 Audit new products – When adding new programs or merchandise, confirm tax settings before opening registration.
🏷️ Use clear tax names – Descriptive names make invoices, reports, and customer questions easier to manage.

❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.

Click the arrow to view frequently asked questions