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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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