How to add tax to plans

When creating your plans, you may want to add a tax e.g. VAT if you're in the EU. Or perhaps you simply want to add a fee of some kind on top of your pricing.

Adding tax/fees to plans

Follow these simple steps to add tax or a fee to any plan:

1. In your plan settings, turn on Tax/Fee %:

   
   

   

   
   

2. Then, enter the percentage tax or fee you want to add on top of your plan's Payment Amount:

   
   

   

   
   
3. Just enter a number (e.g. 7, 6.5, 0.9, etc); don't enter a % symbol.

4. Feel free to turn on Tax/Fee Description as well to add additional context for members about what the fee is:

   
   

   

   
   

   This description will be shown when members join this plan and will also appear in each of their invoices as a line item.

   
   

5. That's it! After you create your plan, whenever someone joins it, they will be charged this new tax/fee and shown your tax/fee description if you enabled it.

   
   

   You can always edit the tax/fee (or description) in the future, but the new amount will only apply to new people who join the plan.

6. If needed, we've put together a few recommendations about how to collect taxes across multiple jurisdictions.