--- title: Configure and Apply Tax Types for Memberships, Packages, and Products description: tax types --- [Skip to content](https://support.hapana.com/kb/article/100#main-content) English Show submenu for translations [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png)](https://info.hapana.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) Hapana Help | Find answers here - There are no suggestions because the search field is empty. 1. [Hapana Knowledge Base](https://support.hapana.com/?hsLang=en) 2. [Member Management](https://support.hapana.com/member-management?hsLang=en) 3. [Retail Configurations](https://support.hapana.com/member-management?hsLang=en#retail-configurations) # Configure and Apply Tax Types for Memberships, Packages, and Products ## Overview Hapana allows businesses to manage tax requirements by configuring and applying tax rates to specific products, services, memberships, and packages. This feature helps clubs stay compliant with regional tax laws—like applying taxes to memberships or products while exempting personal training sessions. By using tax types effectively, you can ensure accurate tax collection, proper invoicing, and seamless financial reporting. --- ## Prerequisites - Access to the **Hapana Core Dashboard** - Team member role with **Edit Profile** and **Retail Configuration** permissions - Knowledge of applicable local tax requirements for your business > Tip: Before configuring tax rates, review your local tax laws to determine which products or services require tax collection. --- ## How to Create New Tax Types - Log in to your Core account at [core.hapana.com](https://core.hapana.com/). - Go to **Payments \> Retail Configuration \> Retail Settings**. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441006735_dfa4f694_image-20250527155217-60-1.png?width=1541&height=911&name=1759441006735_dfa4f694_image-20250527155217-60-1.png) - Locate **Are you registered for tax?** and click the **pencil icon**. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441008642_4fab1e58_image-20250527155227-61-1.png?width=1541&height=911&name=1759441008642_4fab1e58_image-20250527155227-61-1.png) - Click **Add New Tax Type**. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441010166_121806dd_image-20250527155255-62-1.png?width=1541&height=911&name=1759441010166_121806dd_image-20250527155255-62-1.png) - Fill in the required fields, such as **Tax Name**, **Percentage**, and **Label** (e.g., “Ohio Sales Tax 7%”). ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441011756_d1723508_image-20250527155305-63-1.png?width=1541&height=911&name=1759441011756_d1723508_image-20250527155305-63-1.png) - Click **Save Changes** to activate the tax type. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441013584_7b730ecb_image-20250527155316-64-1.png?width=1541&height=911&name=1759441013584_7b730ecb_image-20250527155316-64-1.png) > Tip: Creating a tax type alone won’t apply it—be sure to assign tax types to services, memberships, and products as needed! --- ## How to Assign Tax Types ### Assign Tax Types to Memberships and Packages - Navigate to **Payments \> Retail Configuration \> Memberships** (or **Session Packages**). ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441015382_615430f3_image-20250527155327-65-1.png?width=1541&height=911&name=1759441015382_615430f3_image-20250527155327-65-1.png) - Click the **pencil icon** to edit a membership or package, or click **Create New**. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441016982_48b3448c_image-20250527155338-66-1.png?width=1541&height=911&name=1759441016982_48b3448c_image-20250527155338-66-1.png) - Under the **Price** field, check **Taxable Setting**. - Use the dropdown to select the tax type(s) you want to apply. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441018930_1eb6804f_image-20250527155348-67-1.png?width=1541&height=911&name=1759441018930_1eb6804f_image-20250527155348-67-1.png) - Click **Edit Package**. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441020875_088784a4_image-20250527155359-68-1.png?width=1541&height=911&name=1759441020875_088784a4_image-20250527155359-68-1.png) - In case it’s an edited package or membership, confirm if you’d like to apply the taxes to the current members. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441022739_c88558fe_image-20250527155410-69-1.png?width=1541&height=911&name=1759441022739_c88558fe_image-20250527155410-69-1.png) --- ### Assign Tax Types to POS Products - Go to **Payments \> Retail Settings \> POS Inventory**. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441024453_ce59adbb_image-20250527155420-70-1.png?width=1541&height=911&name=1759441024453_ce59adbb_image-20250527155420-70-1.png) - Select the product you wish to edit. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441026483_92748d42_image-20250527155434-71-1.png?width=1541&height=911&name=1759441026483_92748d42_image-20250527155434-71-1.png) - In the **Variable** tab, check the **Taxable Setting** box. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441028340_d0ed4355_image-20250527155444-72-1.png?width=1541&height=911&name=1759441028340_d0ed4355_image-20250527155444-72-1.png) - Select one or more tax types. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441030046_1949c01e_image-20250527155454-73-1.png?width=1541&height=911&name=1759441030046_1949c01e_image-20250527155454-73-1.png) - Repeat for each variable if the product has multiple options. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441031815_5f246471_image-20250527155503-74-1.png?width=1541&height=911&name=1759441031815_5f246471_image-20250527155503-74-1.png) > Tip: Tax must be set individually for each product variable—be sure to review all variants! --- ### Assign Tax Types to Fees and Other Services ### Schedule Fees - Go to **Payments \> Retail Configuration \> Retail Settings \> Schedule Fees**. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441033504_390b297f_image-20250527155705-75-1.png?width=1541&height=911&name=1759441033504_390b297f_image-20250527155705-75-1.png) - Check the **Taxable Setting** box and select applicable tax types. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441034946_2e775d7c_image-20250527155715-76-1.png?width=1541&height=911&name=1759441034946_2e775d7c_image-20250527155715-76-1.png) ### Session Drop-in Rates - Go to **Schedule \> Cog Icon (Schedule Settings) \> Schedule Templates**. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441036860_ee448edf_image-20250527155726-77-1.png?width=1541&height=911&name=1759441036860_ee448edf_image-20250527155726-77-1.png) - Click the **pencil icon** to edit a template. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441039324_be87ab79_image-20250527155736-78-1.png?width=1541&height=911&name=1759441039324_be87ab79_image-20250527155736-78-1.png) - Check **Taxable Setting** under the **Drop-in Price** section and select the tax type(s). > Tip: Taxable Settings will only appear if the Drop-in Price is above zero. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441040978_e5bf8ffe_image-20250527155751-79-1.png?width=1541&height=911&name=1759441040978_e5bf8ffe_image-20250527155751-79-1.png) - Choose whether to apply this change to the current template only or all future sessions. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441042863_bd1fdcd1_image-20250527155800-80-1.png?width=1541&height=911&name=1759441042863_bd1fdcd1_image-20250527155800-80-1.png) ### New Sale \> Single Payments - Go to **Payments \> New Sale \> Single or Recurring Payments**. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441044837_0ac27e0f_image-20250527155810-81-1.png?width=1541&height=911&name=1759441044837_0ac27e0f_image-20250527155810-81-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441046423_f73b36bf_image-20250527155820-82-1.png?width=1541&height=911&name=1759441046423_f73b36bf_image-20250527155820-82-1.png) - Check the box to apply tax types to the sale item. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441047708_0ee145d5_image-20250527155832-83-1.png?width=1541&height=911&name=1759441047708_0ee145d5_image-20250527155832-83-1.png) ### Suspension Fees - Go to **Clients \> Select a Client \> Memberships Tab**. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441049097_e2f2a1d0_image-20250527155841-84-1.png?width=1541&height=911&name=1759441049097_e2f2a1d0_image-20250527155841-84-1.png) - Click the **eye icon** to view an active membership. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441050785_387924b6_image-20250527155852-85-1.png?width=1541&height=911&name=1759441050785_387924b6_image-20250527155852-85-1.png) - Set the **Status** to **Suspended**. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441052401_58d9d1ff_image-20250527155904-86-1.png?width=1541&height=911&name=1759441052401_58d9d1ff_image-20250527155904-86-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441054097_0e647f1d_image-20250527155915-87-1.png?width=1541&height=911&name=1759441054097_0e647f1d_image-20250527155915-87-1.png) - Choose a flat or recurring **Suspension Fee**, check the box, and select applicable tax types. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441055968_87fb9e72_image-20250527155926-88-1.png?width=1541&height=911&name=1759441055968_87fb9e72_image-20250527155926-88-1.png) --- ## Managing and Editing Tax Types - You can **edit tax rates** at any time; the new rate will apply to all future sales (no retroactive changes). - To **disable** a tax type, set **Enable Tax Type? = NO**. This keeps the tax in the system for historical reporting but removes it from new sales. - You **cannot delete** a tax type to ensure accurate past reporting. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441057758_e2349a42_image-20250527160113-90-1.png?width=887&height=1121&name=1759441057758_e2349a42_image-20250527160113-90-1.png) > Tip: If you update a tax type, double-check all related services and products to ensure accuracy. --- ## Tax Listed on Invoices Invoices will display tax types and amounts clearly, ensuring transparency for your clients and your accounting team. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441059070_de18ee48_image-20250527155955-89-1.png?width=899&height=910&name=1759441059070_de18ee48_image-20250527155955-89-1.png) --- ## Expected Outcome By configuring and applying tax types, businesses can: - Accurately apply required taxes to products and services. - Ensure compliance with local tax laws. - Maintain clear records and reporting for accounting purposes. --- ## FAQs **Q: Can I apply multiple tax rates to a single product or service?** Yes, you can apply more than one tax type, such as a state tax and a federal tax (e.g., 7% state tax + 10% tanning tax). **Q: What happens if I edit an existing tax rate?** All future sales will use the updated tax rate. Past transactions remain unchanged for accurate historical reporting. **Q: Can I disable tax for a specific service or product?** Yes, simply uncheck the **Taxable Setting** or remove the tax type assignment. --- **Need help?** Reach out to our support team via [support@hapana.com](mailto:support@hapana.com)   - [Member Management](https://support.hapana.com/member-management?hsLang=en#main-content) - [Account Settings](https://support.hapana.com/member-management?hsLang=en#account-settings) - [Client Accounts](https://support.hapana.com/member-management?hsLang=en#client-accounts) - [Edit Profile](https://support.hapana.com/member-management?hsLang=en#edit-profile) - [Retail Configurations](https://support.hapana.com/member-management?hsLang=en#retail-configurations) - [Other](https://support.hapana.com/member-management?hsLang=en#other) - [Schedule](https://support.hapana.com/member-management?hsLang=en#schedule) - [Client Page](https://support.hapana.com/member-management?hsLang=en#client-page) - [General](https://support.hapana.com/member-management?hsLang=en#general) - [Reporting](https://support.hapana.com/member-management?hsLang=en#reporting) - [Retail Dashboard](https://support.hapana.com/member-management?hsLang=en#retail-dashboard) - [Team Settings](https://support.hapana.com/member-management?hsLang=en#team-settings) - [Hapana Member Access Control (MAC) Doors](https://support.hapana.com/member-management?hsLang=en#hapana-member-access-control-mac-doors) - [Cash Drawer](https://support.hapana.com/member-management?hsLang=en#cash-drawer) - [Marketing Solutions](https://support.hapana.com/marketing-solutions?hsLang=en#main-content) - [App](https://support.hapana.com/marketing-solutions?hsLang=en#app) - [Contacts](https://support.hapana.com/marketing-solutions?hsLang=en#contacts) - [Marketing](https://support.hapana.com/marketing-solutions?hsLang=en#marketing) - [Conversations](https://support.hapana.com/marketing-solutions?hsLang=en#conversations) - [Settings](https://support.hapana.com/marketing-solutions?hsLang=en#settings) - [Automations](https://support.hapana.com/marketing-solutions?hsLang=en#automations) - [Branded Solutions](https://support.hapana.com/branded-solutions?hsLang=en#main-content) - [Branded App](https://support.hapana.com/branded-solutions?hsLang=en#branded-app) - [Branded Kiosk](https://support.hapana.com/branded-solutions?hsLang=en#branded-kiosk) - [Hapana Hub](https://support.hapana.com/hapana-hub?hsLang=en) - [Website Embed Widgets](https://support.hapana.com/website-embed-widgets?hsLang=en) - [About us](https://hapana.com/about-us/) - [Careers](https://hapana.com/careers/) - [Contact us](https://hapana.com/contact-us/) - [Privacy policy](https://hapana.com/privacy-policy/) - [Terms & conditions](https://hapana.com/terms-and-conditions/) [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png "email-logo.png")](http://hapana.com?hsLang=en) Copyright © 2025, Hapana