> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/admin-overview/configure-tax-groups.md). # How to Configure Tax Groups ### Before you begin (Prerequisites) * **Permissions**: You must be an **Administrator**, **Supervisor**, or **Support**. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md). * **Tax Rates**: Have your applicable tax rates ready (e.g., VAT, sales tax, state/local rates). ### Instructions #### Open the Tax Configuration Page 1. Navigate to [**Settings & Tools > Platform Settings**](https://control.peoplevine.com/admin_settings.aspx). 2. Scroll to the **Taxes** section and click **MANAGE TAXES**. The tax page has two parts: **General Tax Groups** (platform defaults) above, and **Itemized Tax Groups** (your custom groups) below. #### Set Default Tax Amounts 3. In **General Tax Groups**, set the platform defaults: | Field | What It Does | | --------------------------- | --------------------------------------------------------------------------- | | **Default Tax Amount** | Applied to all transactions unless a specific tax is set below | | **Subscription Tax Amount** | Overrides default for subscription charges (dues, initiation, service fees) | | **Event Tax Amount** | Overrides default for event ticket charges | | **Scheduler Tax Amount** | Overrides default for appointment and reservation charges | | **eCommerce Tax Amount** | Edit via **Edit ecommerce taxes** link — separate page | | **Enable Tax Inclusive** | Check to display tax-inclusive pricing on the member portal | > Enter values as either a whole number (`8.75` for 8.75%) or decimal (`0.0875`). The Default Tax Amount is used as the fallback when no specific rate is set. Gift cards, donations, and one-time payments are not taxed. #### Create a Tax Group 4. Scroll to **Itemized Tax Groups** and click **CREATE A TAX GROUP**. 5. Enter the tax group fields: | Field | Required | Notes | | ------------------------------------------- | -------- | -------------------------------------------------------------------------------------------------------------- | | **Tax Group Name** | Yes | Internal label (e.g., "Illinois Tax Cook County") | | **External ID** | No | For external system mapping | | **Status** | Yes | Defaults to **Enabled** | | **Tax Group Description** | No | Internal reference only | | **VAT Inclusive display of Taxes and Fees** | Yes | Toggle to show tax-inclusive prices on member portal, forms, and PDF statements for items using this tax group | 6. Click **CREATE**. #### Add Tax Rules to the Group You can add multiple tax rules to a single group — for example, state tax, city tax, and county tax. All rules in a group are applied together. 7. In the **Assign Tax or Fees** section, click **ADD TAX RULE**. 8. Configure the tax rule: | Field | Required | Notes | | ------------------- | -------- | ------------------------------------------------------ | | **Tax or Fee Name** | Yes | Displayed on receipts (e.g., "State Tax", "City Tax") | | **Tax Calculation** | Yes | Select how the tax is calculated | | **Rule Amount** | Yes | Enter as a whole number for percent (e.g., `3` for 3%) | 9. Click **CREATE** to save the tax rule. 10. Repeat steps 7–9 for additional tax rules. > **Important**: The **Rule Amount** cannot be edited once saved. To change a rate, expire the existing rule and create a new rule with a future start date. New rules default to start today and end 100 years from creation. #### Map Tax Groups to Item Categories After creating tax groups, you must map them — otherwise the tax module will not appear on product, event, and service creation pages. 11. On the tax configuration page, click **MANAGE MAPPINGS**. 12. In the **Default Tax Groups** section, assign a tax group to each applicable category: | Category | Fallback setting | | ----------------------------- | ---------------------------------------- | | **Scheduler Tax Group** | Applies to scheduler/appointment charges | | **Event Ticket Tax Group** | Applies to event ticket charges | | **Product Tax Group** | Applies to product charges | | **Subscription Tax Group** | Applies to subscription/dues charges | | **Initiation Fee Tax Group** | Applies to initiation fee charges | | **Service Fee Tax Group** | Applies to subscription service fees | | **Application Fee Tax Group** | Applies to application fee charges | > **Note**: These are fallback defaults — they apply only when a Tax Group is not assigned directly to the individual item. Leave set to "Use Default Taxes" for any category that should use the platform default rate. > **Note**: **General transactions** (the CHARGE A PERSON flow) cannot have a Tax Group attached — there's no item or product to assign one to. Tax for general transactions therefore comes from the **Default Tax Amount** above. If a club needs itemized tax control on a charge, create a product and charge it via an order in the Virtual POS instead. See: [How to Charge a Member](/products/control-panel-overview/charging-payments-overview/charge-card.md). > **Note**: If tax groups exist but are not mapped, the tax module section will not appear on product/service/event creation pages. Mapping is required for the tax selection UI to display. #### Assign a Tax Group to a Membership Program 13. Open the membership program settings (**MEMBERS > Manage Membership Programs > Edit**). 14. In the **Tax Group** dropdowns, select the appropriate group for each charge type. You can assign different tax groups to dues, initiation fees, and application fees. 15. Save the changes. > **Note**: Credit card surcharges and service fees are taxable if the underlying product or service is subject to sales tax. Only gratuity and tips are not taxable. ### What Happens Next * **On the billing side**: The Default Tax Amount applies to all transactions. For products or programs assigned to a custom tax group, the group's rules override the default. * **Next step**: With payment processors and tax groups configured, you can set up membership programs. See: [How to Create a Membership Program](/products/control-panel-overview/membership-setup-overview/create-membership-program.md). *Last updated: 2026-05-24* --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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