INTRODUCTION
Feature Summary: CourtReserve allows system users to apply a tax rate to membership plans so that the correct tax obligation is reflected in member-facing pricing.
Use Cases:
Apply a configured tax rate to one or more membership types
Display tax-inclusive or tax-added pricing to members on the member portal and admin panel
PREREQUISITES
Know how to create a tax rate and create a membership type.
NAVIGATION
Log in to the admin panel.
In the side menu, click Memberships.
Locate the membership type you want to update and click Edit.
Click the Membership Price tab.
Scroll down to the Tax Rate field, click it, and select a tax option.
Click Save Changes.
Repeat these steps for each membership type that requires a tax rate.
SETTINGS
Tax Rate - Select the tax rate to apply to this membership plan. The available options are pulled from the tax rates configured in your system settings found under Settings > Billing Settings > Taxes.
Note: If the tax rate was configured as an added tax (rather than tax-inclusive), CourtReserve will display the tax as a separate line item next to the plan cost, both in the admin panel and on the member portal.
ADMIN PERSPECTIVE
When a tax is set to display as extra, the admin panel shows the tax amount alongside the plan cost on the membership details screen.
USER PERSPECTIVE
On the member portal, members see the plan price plus any applicable added tax before completing a membership purchase.
