How to set Stripe Tax code for each Plan, Package, Group and Product
Posted by
Support Team
on
March 13, 2025
— Updated on
March 16, 2025
Within our Workout Software, you have the ability to set Stripe Tax Codes for plans, packages, groups and products.
This guide will walk you through configuring tax codes for plans, packages, groups and products.
1. Plans
Let’s begin with the Plans. To incorporate taxes into a Workout Plan, head over to the Plans section.
2. Options
Click on options.
3. Edit Plan
Select the option to edit the plan.
4. Sell Plan Options
Access the “Sell Plan” panel.
5. Enable Sell Plan
Enable the “Sell this Plan” option to display additional settings.
6. Tax Code Section
Scroll down to view the Tax Code section.
7. Choose Tax
Choose the applicable tax to apply from the drop-down.
8. Save Plan
Save the changes made to the plan.
9. Publish Changes
Publish the changes.
10. Schedule
For “Packages”, navigate to the “Schedule” section.
11. Packages
Access the Packages tab.
12. New Package
Begin by creating a new package.
13. Option 1: Select Payment Plan
There are two methods to integrate Stripe Tax. The first is to choose a payment plan with a set tax code from the list of available options. Please note that this payment plan must be set up in advance.
14. Option 2: Custom Payment Plan
The second option is to create a custom payment plan.
15. Show Advanced
Please enter the details of your payment plan, then click on ‘Show Advanced’ link.
16. Choose Tax Code
Choose the applicable tax to apply from the drop-down.
17. Save
Save the changes.
18. Save Package
Save the new package.
19. Groups
To add a tax code to groups, navigate to the Groups section.
20. Add New Group
Create a new group.
21. Payment
Fill in the new group details, then access the payment tab.
22. Tax Code for Lifetime Price
Enter a price and then look up the tax code for lifetime price.
23. Choose Tax Code
Choose the applicable tax to apply from the drop-down.
24. Save Group
Save the changes made to the group.
25. Account
Go back to the “Account” section.
26. Products
Access the products tab.
27. Create or Edit Product
Initiate the product creation process.
28. Enter Product Details
Enter product details and price.
29. Choose Tax Code
Choose the applicable tax to apply from the drop-down.
30. Save Product
Save the product.
The guide covered setting up stripe tax codes for various items such as plans, packages, groups and products.
