1. Sign in to your TrainerCentral account as an admin. 
2. Navigate to the Settings tab in the left pane and the Settings window will open.
3. Go to the Payment tab and click Taxes. The Taxes window will open.

Your payment settings need to be set to "USA" during the initial academy setup. 

Enable tax

 

Click Enable Taxes. Once enabled, ensure that the "Tax rate" or "Tax exemption" details have been configured. This default tax rate will apply to all tickets. For a tax exemption, you'll have to apply the exemption to tickets individually.

Initially, you'll need to add a tax authority for your tax rates.

Add tax authority

1. Navigate to Tax authorities on the left side of the screen.
2. Select Add tax authority and specify the Tax authority name and Description.
3. Click Save to save the changes.
   

The tax authorities saved will be displayed in the "Tax authorities section." You can edit, delete, and add tax authorities on the "Tax authorities" screen.

1. : Edits the selected tax authority name.
2. : Deletes the selected tax authority name.
3. Add tax authority: Adds another tax authority.
   

The added tax authority will be displayed in this section.

Add tax rate

1. Navigate to Tax rates on the left side of the screen.
2. Select Add tax and in the Add tax window, specify a tax name for your tax rate, enter the rate, and choose the tax authority from the list created earlier.
3. Click Save.

1. : Edits the selected tax rate.
2. : Deletes the selected tax rate.
3. Add tax: Adds another tax rate. The added tax will be displayed in this section.

The first added rate will be the default tax rate for all tickets. To set another tax rate as the default, select the Default icon of the required tax rate.

Add tax exemption

1. Navigate to Tax exemptions on the left side of the screen.
2. Select Add exemption, and in the Add tax exemption window enter the Reason for exemption and Additional information (optional).
3. Click Save.

1. : Edits the selected tax exemption.
2. : Deletes the selected tax exemption.
3. Add tax exemption: Adds another tax exemption. The added tax exemption will be displayed in this section.

Associating tax for a ticket

1. Navigate to the Courses tab in the left pane. The list of all your created courses will appear on the screen. 
2. Select the course you want to set pricing for by clicking the course thumbnail icon. A new window with the set of "Course manage" options will appear on the screen. From here, access the Pricing tab.
3. Select the preferred payment plan and click Add to add tickets to your course and the pricing window will open.

For taxable tickets

1. Fill out the Enter amount, Ticket name, Description, and other required fields.
2. Select the Taxable option to apply the default tax rate to the ticket.
3. Select the Price includes taxes checkbox if the ticket amount already includes the tax rate and the learner is expected to pay it during the purchase.
4. Click Submit.

For Non-taxable tickets

1. Fill out the Enter amount, Ticket name, Description, and other required fields.
   
2. Check the Non-Taxable option to indicate that the ticket is exempt from tax.
   
3. Choose the Exemption reason from the dropdown box located below the Tax exemption reason.
   
4. Click Submit. 
   

Tax payments made by learners can be viewed in the Sales Report and Transactions tabs.

Disable tax

Click Disable Tax in the right corner of the screen. Once you disable it, you will not be able to set up taxes for your academy until you enable it again. 

You cannot disable the tax if any tickets are currently using the tax rate or tax exemption.