Create and Assign Tax Rates
Learn how to create and Assign Tax Rates in Topo, including organization-wide rates.
When to use this
Use this article when you need to create and Assign Tax Rates in Topo. The main staff surface is Staff > Commerce > Tax Rates. It is written for Owners, Managers, Accountants.
What this covers
Organization-wide rates
Assigning to products/plans/add-ons
Historical snapshots
Future deactivation/deletion behavior
Before you start
Use a staff role that can view and edit catalog, inventory, purchase order, or tax setup as needed.
Create locations and categories before assigning location availability or organizing catalog records.
Select the relevant location when counting stock, receiving purchase orders, or checking POS availability.
Confirm tax, inventory tracking, SKU, barcode, and active status before staff rely on the item in POS.
Run a small POS test after setup when the change affects checkout.
Steps
Open Tax Rates and create the rate with a clear name and percentage.
Assign the rate to products, plans, bundles, or add-ons from their setup forms.
Run a test sale to confirm taxes calculate as expected.
Deactivate rates that should no longer apply instead of rewriting old sale history.
Use tax reports for reconciliation because sales snapshot taxes at checkout.
What happens after saving or completing this
Topo saves the record in your gym account and updates the related staff screens.
Member-facing visibility, checkout behavior, access, email delivery, inventory, or reports may change depending on the workflow.
Review the affected profile, checkout, signup page, report, or audience before considering the task complete.
Common issues and fixes
Checkout is disabled: confirm selected location, non-empty cart, member or guest checkout, payment readiness, and required payment method.
An item is missing: check active status, location availability, variant sellability, bundle contents, and inventory tracking.
A payment or Terminal sale is pending: review the sale record before retrying so you do not double-charge the customer.
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
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