Combine Taxes with a Tax Group

A tax group combines several taxes, for example GST and PST, under one name. When you assign the group to a plan price, every tax in the group is applied together on invoices.

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Before You Start

Create each individual tax under Settings → Administration Settings → Taxes using New Tax. In this example, GST is 5% and PST is 7%.

Create the Tax Group

1. Go to Settings → Administration Settings → Taxes and click New Tax Group.
2. Enter a Tax Group Name, for example GST + PST (Canada).
3. Under Associated Taxes, select each tax that belongs to the group. The rate of each tax is shown next to it.
4. Click Save. The group appears in the tax list, marked Tax Group.

Apply the Group to a Plan Price

1. Go to the Products module and open the product.
2. On the price, click … and choose Edit price.
3. Select Taxable and choose the Tax mode.
4. In Tax code, select the tax group. Groups are listed alongside individual taxes.
5. Click Update price.

Result on the Invoice

Create a subscription with that plan and open its invoice. The Tax amount for the line is the combined total of every tax in the group, and Total Tax reflects it.

Example

Good to Know

• The invoice shows the combined tax amount for each line. It does not show a separate amount for each tax in the group.
• A group can contain SubscriptionFlow taxes or TaxJar taxes, but not a mix of both. When you select one kind, the other kind is disabled in the list.
• Changes made to a price apply to new subscriptions only.

Related Articles

• Taxes in SubscriptionFlow: Overview and Setup
• Make a Plan Price Taxable
• Use a Different Tax on Each Price of a Plan
• TaxJar: Complete Guide