📝 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.
🧮 How to Create a Tax or Fee
Taxes and fees are set up under Settings ➜ Collect Payments. 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 ➜ Collect Payments
Click on Create a Tax/Fee.
Complete the values as prompted. These values include:
● Name
● Purchases this Tax/Fee applies to
● Fee Type (Percentage or Flat amount)
● Final Price Rounding
🟠 Applies To PurchasesIf you'd like, you can create multiple taxes, so each can apply to different purchase types.
🧠 Example:
You can create one tax for membership purchases (recurring and non-recurring memberships), and then also create an additional tax/fee for Gift Cards.
🟡 Fee TypeYou can choose between applying your fee as a percentage or a flat fee.
🧠 Example:
You can create one tax for membership purchases and set this to be a percentage (e.g. 20%), and then also create an additional tax/fee for store purchases where you apply a flat fee for shipping costs (e.g. £5).
🟢 Final Price RoundingFinal Price Rounding allows you to adjust the final amount a customer pays after any applicable taxes and fees have been calculated. This can help you avoid charging customers amounts such as £24.98 and instead apply your preferred rounding option.
You can choose from the following options:
No rounding: The customer pays the exact calculated amount. For example, if the final price is £24.98, they will be charged £24.98.
Round to make the final price a whole number: The final price is adjusted to the nearest whole number. For example, a final price of £24.98 would be rounded to £25.00.
Round the fee down to the nearest pence: Any fee included in the purchase is rounded down to the nearest penny before the final amount is charged. For example, if a fee is calculated as £2.987, it would be rounded down to £2.98.
Round the fee up to the nearest pence: Any fee included in the purchase is rounded up to the nearest penny before the final amount is charged. For example, if a fee is calculated as £2.981, it would be rounded up to £2.99.
The selected rounding option is applied automatically when calculating the customer's final payment amount.
🧠 Example
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.
📃 Add a Description for Taxes/Fees
Once you click on Save and the Tax/Fee is created, you can also update the information included on receipts sent to customers, and whether prices customers see on your customer site are inclusive of Taxes or not.
You can add this by going to Settings ➜ Collect Payments, and clicking on Edit next to Payment Preferences.
Click the arrow to learn more about setting your Payment Preferences
Click the arrow to learn more about setting your Payment Preferences
🔵 Extra Information
The Extra Information section allows you to add text to your invoices which are sent to customers, allowing you to explain what taxes and/or fees are applied, or any other information you would like to include.
🟠 Display Prices to Customers
This setting controls whether the prices displayed to customers in the customer site (e.g. the Memberships section) include applicable taxes and fees.
You can choose from the following options:
🔸 Exclusive of taxes and fees:
Customers will initially see the base price, with any applicable taxes and fees added separately at checkout.
🧠 Example:
If a membership costs £20.00 and a £2.00 fee applies, the customer will see £20.00 before checkout. The total payment of £22.00 and breakdown (price + fee) will be shown at checkout.
🔹Inclusive of taxes and fees:
Customers will see a price that includes applicable taxes and fees, giving them a clearer view of the total cost upfront.
🧠 Example:
If a membership costs £20.00 and a £2.00 fee applies, the customer will see £22.00 as the displayed price. The total payment of £22.00 will also be shown at checkout.
⚠️ 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 £115 and the pre-tax price is adjusted to £100.
💡 Need to update your pricing?
❓ 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
Where do I create a tax or fee?
Click the arrow to see the answer
Click the arrow to see the answer
Taxes and fees are created under Settings ➜ Collect Payments ➜ Create a Tax/Fee.
From the same page you can complete the values for the tax or fee, and update the information included on the receipts your customers receive.
I can't see the option to add a tax in my settings. What should I do?
Click the arrow to see the answer
Click the arrow to see the answer
First check you are looking under Settings ➜ Collect Payments, as this is where taxes and fees are created.
If the option still isn't showing there, contact our support team through the chat widget on your dashboard so they can check your account setup.
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.