📝 Overview
Taxes and fees can be applied to any purchase made through your account. They are itemised on receipts and accessible via your reports.
This guide walks you through creating a tax or fee, applying it to your purchase types, and updating your prices afterwards. You'll also see how discounts interact with taxes and fees so your totals always add up the way you expect.
🎥 Video Tutorial
Prefer to watch rather than read? The short video below covers the full setup process from start to finish.
You can watch the tutorial here.
🛠️ How to Create a Tax or Fee
Taxes and fees are set up in your settings. Once created, they can be applied to your purchase types and will appear on the receipts your customers receive.
Click the arrow to learn more about creating taxes or fees
Click the arrow to learn more about creating taxes or fees
To create a tax or fee, head to Settings ➜ Payment ➜ Create a Tax/Fee.
Now complete the values as prompted, and save your new tax or fee:
You can also update the information included on receipts sent to customers:
🧠 Using discount codes? Discounts are applied to the pre-tax/pre-fee price first, and then taxes and fees are calculated on top of the discounted amount. For example, if the total before tax is £100, the discount is £20, and the tax/fee is 20%: £100 − £20 = £80, and 20% of £80 = £16, giving a total of £96.
⚠️ Update Your Prices After Adding a Tax or Fee
By default, the taxes and fees you create are automatically added on top of applicable purchase prices. This means the gross price increases when the fee is applied, so right after adding a tax or fee you'll want to review and update your prices on any affected purchase types.
⚠️ Double-check your pricing: If a price is £100 and a 20% tax is added, the new price becomes £120. Update your prices wherever needed so customers are charged the amount you intend.
Here are the things to check and update, where they apply to the tax or fee you've created:
Pricing on memberships (packs, prepaid plans and recurring plans)
Pricing on existing recurring plans
Pricing for drop-ins
Pricing for fixed-amount discounts
Pricing for store items
This is made easy using the fee calculator, which you'll find anywhere you can update pricing (for example, classes and memberships). Simply enter the total price you want the customer to pay, and the system works out the rest. In the example below, the total price the customer pays is £170 and the pre-tax price is £141.67.
❓ 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
Click the arrow to view frequently asked questions
Can I add a tax or fee to only specific items within a purchase type?
Click the arrow to see the answer
Click the arrow to see the answer
No. When a tax or fee is added to a specific purchase type, it automatically applies to all items within that purchase type.
🧠 Example: If you add a 20% tax for store items, it will apply to all store purchases. It cannot be applied to only some store items.
How do discounts interact with taxes and fees?
Click the arrow to see the answer
Click the arrow to see the answer
Discounts are applied to the pre-tax/pre-fee price first, and the tax or fee is then calculated on top of the discounted amount. For example, if the pre-tax total is £100, the discount is £20, and the tax/fee is 20%: £100 − £20 = £80, and 20% of £80 = £16, giving a total of £96.
Will adding a tax or fee change my existing prices?
Click the arrow to see the answer
Click the arrow to see the answer
By default, a new tax or fee is added on top of applicable prices, which increases the gross price. After creating a tax or fee, review and update your pricing on any affected purchase types so customers are charged the amount you intend. The fee calculator can help you set the right pre-tax price.