How do I add sales tax to a service's payment plan(s)?

Opus1.io now supports assessing sales tax on services!

 

Important Notes: 

  • You will need to update each of your services' payment plans to automatically include sales tax. 
  • Updating payment plans does not affect active subscriptions. If you need assistance updating your active subscriptions to include sales tax, please contact support@opus1.io.
  • Currently, it's not possible to batch-update Sales Tax. It is also not recommended to batch update any Payment Plan.

How do I add sales tax to a service's payment plan(s)?

Please follow the step-by-step instructions below:

 

Step 1: Navigate to Settings > Services.

Navigate to Settings > Services

 

Step 2: Click the Update button to update the corresponding service.

Click the Update button to update the corresponding service

 

Step 3: Under the Payment tab > Plans, click on the edit/pencil icon.

Under the Payment tab > Plans, click on the editpencil icon

 

Step 4: Click Update on the corresponding payment plan to which you wish to add sales tax.

Click update on the corresponding payment plan to which you wish to add sales tax

Step 5: Toggle ON (Green) Should sales taxes be added?, and enter the Tax Rate percentage in the field provided.

Toggle ON (Green) Should sales taxes be added?, and enter the Tax Rate percentage in the field provided.

Example of an enrollment in which sales tax is being assessed.

Example of an enrollment in which sales tax is being assessed.