Get your business settings just right!
From business details and locations to forms and waivers - discover how to customise every key setting in Kenko CRM with ease.
## Browse Collection 1. [How to update business and location settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings.md) (Video) 2. [How to update payment and invoice settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings.md) (Video) 3. [How to update global class settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings.md) (Video) 4. [How to update global appointment settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings.md) (Video) 5. [How to update global course settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Iu7WnYeBiXA-how-to-update-global-course-settings.md) (Video) 6. [How to set up cancellation & no-show policy](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/IO4DDRFzeAw-how-to-set-up-cancellation-no-show-policy.md) (Video) 7. [How to set up taxes](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes.md) (Video) 8. [How to set up waiver and agreements](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements.md) (Video) 9. [How to auto-add contacts across all locations](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/OQRTndoeE90-how-to-auto-add-contacts-across-all-locations.md) (Video) 10. [How to enable customer gender and pronouns options](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/J9adU2wuWgc-how-to-enable-customer-gender-and-pronouns-options.md) (Video) 11. [How to customise customer sign up form](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/w7ibsiRBnKQ-how-to-customise-customer-sign-up-form.md) (Video) 12. [How to create customer tags](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags.md) (Video) 13. [How to create lead stages and lead sources](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/XxuJ22OBFTI-how-to-create-lead-stages-and-lead-sources.md) (Video) 14. [How to manage staff roles and privileges](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges.md) (Video) 15. [Creating Shareable and Embedded Forms on Bookee](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee.md) (Video) 16. [Creating an Automated Activity-Based Form on Kenko](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/dGNFdswFYmc-creating-an-automated-activity-based-form-on-kenko.md) (Video) 17. [Customizing App and Website Settings: Design, Credits, Labels, and Embedding](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/0ERJFPL6MJI-customizing-app-and-website-settings-design-credits-labels-and-embedding.md) (Video) --- # VIDEO: How to set up taxes ## METADATA - id: QFElhs1dkNFxUVurJAKa1A - type: video - source: Kenko - content_url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes - collection_url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings ## TRANSCRIPT - time: 00:00 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=0 text: Setting up taxes correctly ensures that all your transactions, memberships, - time: 00:04 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=4 text: products, and services are billed accurately and remain compliant with local regulations. - time: 00:09 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=9 text: So before you begin selling anything, make sure your tax setup is fully verified. - time: 00:15 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=15 text: To start, go to General Settings Taxes. - time: 00:18 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=18 text: Taxes. - time: 00:21 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=21 text: Here, the first thing you need to define is how taxes are calculated, whether prices are inclusive or exclusive of - time: 00:27 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=27 text: tax. - time: 00:28 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=28 text: If inclusive, - time: 00:29 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=29 text: the tax is already included in the price, it’s back-calculated based on the percentage you set. - time: 00:36 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=36 text: If exclusive, the tax amount is added on top of the subtotal. - time: 00:41 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=41 text: You'll see an example right here on the screen to help you understand the difference. - time: 00:46 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=46 text: It's critical to get this right before customers start making purchases. - time: 00:50 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=50 text: Next, you need to update your tax rates. - time: 00:53 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=53 text: Click Add Tax, - time: 00:55 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=55 text: Update a name - time: 00:58 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=58 text: and enter the rate. - time: 01:03 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=63 text: Click Add Tax again to save. - time: 01:09 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=69 text: You can add multiple tax rates if your region requires them. - time: 01:14 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=74 text: Now, decide where each tax applies. - time: 01:17 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=77 text: You can select one or multiple tax rate for each type of membership, service or product you offer. - time: 01:24 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=84 text: Starting with subscriptions. - time: 01:30 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=90 text: Note that in the case of subscriptions, since they involve recurring billing, you can choose whether the tax should apply to all active - time: 01:36 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=96 text: subscriptions and new purchases - time: 01:41 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=101 text: or only to new purchases moving forward. - time: 01:44 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=104 text: This gives you flexibility to decide whether you want the tax changes to impact your current customers or just apply to future - time: 01:50 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=110 text: sales. - time: 01:53 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=113 text: Similarly, - time: 01:54 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=114 text: you can update applicable tax for Credit Packs - time: 01:57 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=117 text: courses, - time: 01:58 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=118 text: products, - time: 02:00 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=120 text: videos - time: 02:03 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=123 text: and playlists, - time: 02:08 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=128 text: classes, - time: 02:09 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=129 text: appointments, - time: 02:13 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=133 text: and enrollment fees. - time: 02:17 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=137 text: If no tax applies to a certain category, simply leave it blank. - time: 02:21 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=141 text: Note that this sets your default tax rule. - time: 02:24 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=144 text: You can still override it at the individual level. - time: 02:27 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=147 text: For example, if one specific course or product shouldn't have tax, you can turn it off while creating that specific - time: 02:33 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=153 text: item. - time: 02:35 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=155 text: If you accidentally choose the wrong tax mode (inclusive vs. exclusive), you’ll need to: - time: 02:41 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=161 text: Remove taxes applied to each category. - time: 02:44 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=164 text: Delete all created tax rates and - time: 02:47 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=167 text: then update the main calculation setting. - time: 02:50 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=170 text: That's why it's essential to confirm your setup before launching your pricing or collecting payments. - time: 02:57 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=177 text: And that's it. - time: 02:59 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=179 text: You've now set up your tax system correctly on Kenko, ensuring accurate billing, compliance, and smooth financial - time: 03:05 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes?start_time=185 text: operations from day one. ## SUMMARY # Setting Up Taxes Correctly Ensuring that your transactions, memberships, products, and services are billed accurately and remain compliant with local regulations is crucial. Before you begin selling anything, make sure your tax setup is fully verified. Follow this step-by-step guide to set up your taxes correctly. ## Step 1: Access General Settings 1. Go to **General Settings**. 2. Select **Taxes**. ## Step 2: Define Tax Calculation Method Determine how taxes are calculated: - **Inclusive of Tax:** The tax is already included in the price and is back-calculated based on the percentage you set. - **Exclusive of Tax:** The tax amount is added on top of the subtotal. Ensure you understand the difference before customers start making purchases. ## Step 3: Update Tax Rates 1. Click **Add Tax**. 2. Enter a name and the rate. 3. Click **Add Tax** again to save. You can add multiple tax rates if your region requires them. ## Step 4: Decide Tax Application Select where each tax applies. You can choose one or multiple tax rates for each type of membership, service, or product you offer, such as: - Subscriptions - Credit Packs - Courses - Videos and Playlists - Classes - Appointments - Enrollment Fees If no tax applies to a certain category, leave it blank. ## Step 5: Manage Subscriptions For subscriptions involving recurring billing, decide whether the tax should apply to all active subscriptions and new purchases, or only to new purchases moving forward. This provides flexibility in deciding the impact of tax changes on current customers versus future sales. ## Step 6: Override Default Tax Rules You can override the default tax rule at the individual level. For example, if a specific course or product shouldn't have tax, you can turn it off while creating that specific item. ## Important Note If you accidentally choose the wrong tax mode (inclusive vs. exclusive), you'll need to remove taxes applied to each category, delete all created tax rates, and then update the main calculation setting. Confirm your setup before launching your pricing or collecting payments. ## Conclusion By following these steps, you've now set up your tax system correctly on Kenko, ensuring accurate billing, compliance, and smooth financial operations from day one.