Set custom tax rates
Updated over a week ago

You can customize tax rates for certain plans, subscriptions, add-ons, invoice items, shop products, and events in your app.

Before managing custom tax rates, enable taxes for your location.

Set custom tax rate for plans

To set a different tax rate for a plan, enable "Custom Tax Rate" and set the rate in the "Tax Rate" field when creating or editing a plan.
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All new users who subscribe to this plan will be charged custom tax for their subscription payments. To apply custom tax to existing members as well, edit their subscriptions.

To disable tax for a particular plan or other resource or service, set the tax rate to 0.

Set custom tax rate for subscriptions and add-ons

To set a different tax rate for certain members' or companies' subscriptions or subscription add-ons, follow these steps:

  1. Create or edit a subscription for the member or company.

  2. Enable "Custom Tax Rate" in it and set the rate in the "Tax Rate" field.

  3. If you need to set a different tax rate only for the part of a subscription, create an add-on, enable "Custom Tax Rate" for it, and set the rate in the "Tax Rate" field.

Set custom tax rate for invoice items

If you need to add some one-off invoice items with a different tax rate, do the following:

  1. Go to Community > select a user or a company > Invoices.

  2. Select an existing draft or active invoice or tap the Create Invoice button top right to create a new one.

  3. Press Create Item and fill in the "Tax Rate" field > Create.

  4. Send the invoice by pressing Issue or charging it.

Set custom tax rate for shop products

To set a different tax rate for some shop products, do the following:

  1. Create or edit a product on the Shop page.

  2. Upon creating the product option, enable "Custom Tax Rate" and set the rate in the "Tax Rate" field.

Set custom tax rate for events

To set a different tax rate for an event, enable "Custom Tax Rate" and set the rate in the "Tax Rate" field when creating or editing an event.

How custom taxes work

The custom tax rate applies only to payments for the particular service it is set for and not to all purchases made by the user.

To illustrate, if the user has a custom tax rate set for their subscription, it is only applicable to their subscription payments. For other services, the location tax applies, or another custom tax if it is set for the specific resource or service the user is purchasing.

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