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

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This guide will show you how to customize tax codes for products, plans, packages, and groups within your account.

1. Navigate to Account Section.

Click the Account section to access your account settings and options.

2. Open Products Menu.

Click Products to view and manage your available products.

3. Create New or select an existing Product.

Create a new product or edit an existing product.

4. Click Payment Tab.

Click Payment tab to ensure you are in the correct payment settings area.

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

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

6. Save Product.

Save the product.

7. Click “Yes” to confirm the product type.

Click Yes to confirm and finalize saving the product changes.

8. Click Plans tab.

Click Plans to access the list of workout plans

9. Add or Edit Plan.

Create a new plan or edit an existing plan.

10. Select the Sell icon.

Click the sell icon to open the payment settings for the selected workout plan.

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

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

12. Save Plan Settings.

Click Save Plan to save all changes made to the workout plan configuration.

13. Navigate to the “Schedule” section.

Click Schedule to view and manage scheduled items and events.

14. Access Packages Menu.

Click Packages to see the list of available packages for editing.

15. Create New Package or select an existing Package to Edit.

Click “New Package” or select an existing Package.

16. Select Package Tax Code for One Time Price.

Click the dropdown list under “Tax Code for One Time Price” and select the applicable option.

17. Save the Package.

Click Save button to save all changes made to the package.

18. Select Groups tab.

Click Groups to view and manage groups associated with packages.

19. Create or Edit Group.

Click “+Add New Group” or select an existing group.

20. Access Group Payment Settings.

Click Payment to open the payment configuration for the selected group.

21. Select Group Tax Code for Lifetime Price.

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

22. Save Group.

Click Save Group to apply and save all changes made to the group.

23. Navigate to Account tab.

Click Account.

24. Open Stripe Settings.

Click Stripe to access payment gateway and tax settings.

25. Create New Payment Plan or select an existing.

Create New Payment Plan or select an existing.

26. Open Advanced Settings.

Click Show Advanced to reveal more detailed configuration options for the payment plan.

27. Select Payment Plan Tax Code.

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

28. Save Payment Plan Tax Code.

Click Save button to save all changes made to the Stripe payment and tax settings.

This article has guided you through customizing tax codes and payment settings for plans, packages, groups, and products. For more information, refer to related articles on payment configuration and product management within the knowledge base.

21:T1f42, How to Customize Tax Codes for Products, Plans, Packages, and Groups | Daxko Exercise Knowledge Base 22:T1286, Stripe Tax | Daxko Exercise Knowledge Base 23:T1f42, How to Customize Tax Codes for Products, Plans, Packages, and Groups | Daxko Exercise Knowledge Base 1d:[["$","$L19",null,{"moduleIds":["components/Layouts/BaseLayout.tsx -> @/components/Layouts/Navigation"]}],["$","div",null,{"id":"fixed-header","className":"sticky top-0 left-0 z-5 w-full flex flex-col 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This guide will show you how to customize tax codes for products, plans, packages, and groups within your account.

1. Navigate to Account Section.

Click the Account section to access your account settings and options.

2. Open Products Menu.

Click Products to view and manage your available products.

3. Create New or select an existing Product.

Create a new product or edit an existing product.

4. Click Payment Tab.

Click Payment tab to ensure you are in the correct payment settings area.

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

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

6. Save Product.

Save the product.

7. Click “Yes” to confirm the product type.

Click Yes to confirm and finalize saving the product changes.

8. Click Plans tab.

Click Plans to access the list of workout plans

9. Add or Edit Plan.

Create a new plan or edit an existing plan.

10. Select the Sell icon.

Click the sell icon to open the payment settings for the selected workout plan.

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

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

12. Save Plan Settings.

Click Save Plan to save all changes made to the workout plan configuration.

13. Navigate to the “Schedule” section.

Click Schedule to view and manage scheduled items and events.

14. Access Packages Menu.

Click Packages to see the list of available packages for editing.

15. Create New Package or select an existing Package to Edit.

Click “New Package” or select an existing Package.

16. Select Package Tax Code for One Time Price.

Click the dropdown list under “Tax Code for One Time Price” and select the applicable option.

17. Save the Package.

Click Save button to save all changes made to the package.

18. Select Groups tab.

Click Groups to view and manage groups associated with packages.

19. Create or Edit Group.

Click “+Add New Group” or select an existing group.

20. Access Group Payment Settings.

Click Payment to open the payment configuration for the selected group.

21. Select Group Tax Code for Lifetime Price.

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

22. Save Group.

Click Save Group to apply and save all changes made to the group.

23. Navigate to Account tab.

Click Account.

24. Open Stripe Settings.

Click Stripe to access payment gateway and tax settings.

25. Create New Payment Plan or select an existing.

Create New Payment Plan or select an existing.

26. Open Advanced Settings.

Click Show Advanced to reveal more detailed configuration options for the payment plan.

27. Select Payment Plan Tax Code.

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

28. Save Payment Plan Tax Code.

Click Save button to save all changes made to the Stripe payment and tax settings.

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