INTRODUCTION
Feature Summary: Apply a tax rate to a package so CourtReserve adds or includes tax on the package price, based on how the tax rate was configured in Settings > Billing Settings > Taxes.
Use Cases:
Apply local sales tax to lesson packs, open play punch cards, or other packages
Ensure tax is calculated automatically at checkout instead of manually adding it to each charge
PREREQUISITES
NAVIGATION
Log in to the admin dashboard.
Click Settings > Billing Settings > Packages.
Locate the package you want to update and click Edit.
Scroll down to the Tax Rate field.
SETTINGS
Tax Rate - Click the field and select a tax rate to apply to this package. 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 package that requires tax.
ADMIN PERSPECTIVE
On the Packages table, the Price column shows the tax rate alongside the price for any package with tax assigned.
For example: When a system user goes to sell a package to a member via the admin panel, a 5 Open Plays package priced at $100.00 with a 5% tax rate shows $100.00 + 5.000% Tax as the Total Due.
USER PERSPECTIVE
On the member portal, CourtReserve displays the package price and tax rate together, with the Total Due calculated to include tax.
For example: a 5 Open Plays package with a $100.00 price and a 5% tax rate shows $100.00 (5% Tax Rate) for 5 punches, with a Total Due of $105.00.
