You can customize tax rates for certain plans, subscription items, 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.
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, another resource, or service, set the tax rate to 0.
Set custom tax rate for subscription items
To set a different tax rate for certain members' or companies' subscriptions or subscription items, follow these steps:
Select the necessary item in the subscription.
Enable "Custom Tax Rate" in it and set the rate in the "Tax Rate" field.
4. If you need to set a different tax rate for the whole subscription, enable "Custom Tax Rate" and set the rate for each subscription item.
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:
Go to Community > select a user or a company > Billing > Invoices.
Select an existing draft or upcoming invoice or tap the
Create Invoicebutton top right to create a new one.Press
Create Itemand 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:
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.