Within our Workout Software, you have the ability to select different tax different tax codes for plans, packages, groups and products.

This guide will walk you through the process for selecting tax codes for each item type.

1. Account

Navigate to the “Account” section.

Account

2. Products

Access the “Products” tab from the expanded menu.

Products

3. Create or Edit Product

Create a new product or edit an existing product.

Create or Edit Product

4. Tax Code

Click the dropdown list under “Tax Code” and select the applicable option for the product.

Tax Code

5. Save Product

Save the product.

Save Product

6. Confirm

Click “YES” to confirm the product type.

Confirm

7. Plans

Navigate to the “Plans” tab.

Plans

8. Add or Edit Plan

Create a new plan or edit an existing plan.

Add or Edit Plan

9. Sell

Click on the sell icon to access settings.

Sell

10. Tax Code

Click the dropdown list under “Tax Code” and select the applicable option for the plan.

Tax Code

11. Save Plan

Save your plan.

Save Plan

12. Schedule

Navigate to the “Schedule” section.

Schedule

13. Packages

Access the “Packages” tab from the expanded menu.

Packages

14. Create or Edit Package

Create a new package or edit an existing package.

Create or Edit Package

15. Tax Code

Click the dropdown list under “Tax Code” and select the applicable option for the package.

Tax Code

16. Save Package

Save the package.

Save Package

17. Groups

Navigate to Groups tab.

Groups

18. Create or Edit Group

Create a new group or edit an existing group.

Create or Edit Group

19. Payment

Click on the group’s payment tab.

Payment

20. Tax Code

Click the dropdown list under “Tax Code” and select the applicable option for the group.

Tax Code

21. Save Group

Save the group.

Save Group

The guide covered how to customize the Tax Code for each item type that you can offer on your platform.

How to Customize Tax Codes for Plans, Packages, Groups, and Products