Assign Tax Rates to Plans
Learn how to assign Tax Rates to Plans in Topo, including selecting rates.
When to use this
Use this article when you need to assign Tax Rates to Plans in Topo. The main staff surface is plan form, Tax Rates. It is written for Owners, Managers, Accountants.
What this covers
Selecting rates
Sale tax snapshots
Future assignments versus historical sales
Multi-location considerations
Before you start
Use a staff role that can view and edit membership products.
Create needed locations, categories, tax rates, and payment setup before publishing a sellable plan.
Decide whether this workflow affects member signup, POS, staff-only sales, existing members, or billing rules.
Review the plan summary and test with a realistic member before making the product broadly available.
When changing sold terms, use the guided version, migration, switch, freeze, cancel, or refund workflow instead of assuming old access records update automatically.
Steps
Create the tax rate first if it does not exist.
Open the plan form and choose the applicable tax rates.
Save the plan and review the checkout summary.
Run a test sale or signup checkout to confirm tax appears correctly.
Do not edit historical sales to fix a future tax-rate assignment; assign the rate correctly before new sales.
What happens after saving or completing this
The change is reflected in the relevant staff screen and activity history.
If the workflow affects members, payments, access, inventory, or email, review that downstream area before moving on.
Common issues and fixes
A visible plan does not appear to a member: review active status, signup visibility, age rules, dependent suitability, and location scope.
Editing a sold plan opens a guided change flow: existing members keep their current terms unless you migrate or switch them.
Stripe sync fails: save did not fully complete for billing checkout. Retry after payment setup is ready or ask an owner to review Stripe readiness.
Changing tax setup affects future sales; historical sales keep their tax snapshot.
Confirm tax assignment on both products and plans when selling mixed carts.
Related articles
Plan and Access Model Overview
Sell Access from POS
Understand Customer Access