NextKick doesn't use one school-wide tax rate. You set a tax rate on each plan, event, belt test, product or charge, and then see everything you collected on one report. This guide covers both.
Before you start
Check which of your services and products are taxable in your state and city. NextKick can't advise on tax rules.
To pass card or bank processing costs on to families, use a convenience fee instead of tax. See Convenience Fees and Late Fees.
Step 1: Set the tax rate where you charge
Enter the rate in the tax field of each item you charge tax on. It's called Tax rate (%) on membership plans and Tax (%) everywhere else:
What you charge for | Where to set the tax rate |
Membership plans | Membership Management → open the plan → Edit → Tax rate (%) for each payment type, such as Full Payment and Autopay |
One student's membership | Membership tab → Actions → Edit billing schedule → Tax (%) |
Events | Add Event → Tax(%). The rate applies to every session in the event. |
Belt tests | Create Testing → Tax (%) |
eStore products | The product's page → Tax (%) |
One-time charges | The payment or invoice form → Tax (%) |
Tip: Enter 0 for anything that isn't taxable. On membership plans the tax field is required, so it can't be left empty.
Step 2: See the tax you collected
Go to Payments → Tax & convenience fees.
Choose a date range. You can also filter by Payment Type or search for a member.
The report counts paid invoices only. The cards at the top show:
Card | What it shows |
Total collected | Everything collected, including tax and excluding convenience fees |
Payment amount | What was collected before tax |
Avg. effective rate | Tax divided by the pre-tax amount |
Tax to remit | Tax collected in this period, after refunds, to set aside and pay to your tax authority |
Convenience fees | Card and ACH convenience fees collected in this period, after refunds |
The table below lists each payment with its date, member, invoice number, payment type, amount, tax, convenience fee and total.
Step 3: Export the report for your bookkeeper
Set the date range you need, for example last month or last quarter.
Click Export. The report downloads as an Excel (.xlsx) file.
FAQ
Is there one tax setting for my whole school?
No. Set the rate on each plan, event, belt test, product or charge (Step 1).
Does NextKick pay sales tax for me?
No. The report shows how much tax you collected, so you can pay it to your tax authority.
I changed a plan's tax rate. Do current members pay the new rate?
No. Memberships already on the plan keep their old tax rate. The new rate applies to memberships you add after the change.
What happens to the tax when I refund a payment?
Its tax is taken out of Tax to remit on the report.