How to Manage Taxes in CPR Enroll+?

Modified on Mon, 10 Aug at 11:59 AM

If your training classes or store products are subject to sales tax in your jurisdiction, CPR Enroll+ lets you create tax rates that can be applied to courses, add-ons, and store products. Once configured, the tax amount is automatically calculated and added to the student's total at checkout.

This article walks you through creating a tax rate and applying it to courses, add-ons, and store products.

⚠ Tax law disclaimer: CPR Enroll+ provides tax rate configuration tools but does not provide tax advice. The applicability of sales tax to educational courses and training services varies significantly by state and country. Consult a qualified tax professional to determine your obligations before configuring tax rates.

Before You Begin

Confirm with a qualified tax professional whether your courses, add-ons, or store products are subject to sales tax in your jurisdiction.
Gather the tax names and percentage rates you need to configure (e.g., state tax, county tax, GST).

Step-by-Step Instructions

Step 1: Create a Tax Rate

From the sidebar, go to Payments > Payment Settings > Tax Rates.
Click + Create to add a new tax rate.
Enter a Tax Name (e.g., "Florida State Sales Tax" or "GST").
Enter the Percentage rate (e.g., 7 for 7%).
Click Save.

Step 2: Apply a Tax Rate to a Course

Go to Administration > Course Builder > Courses.
Click ⋮ > Edit on the course you want to tax.
In the course edit form, find the Taxes field.
Select the tax rate(s) you created from the dropdown.
Click Save. The tax will now be added to student totals when they register for this course.

Step 3: Apply a Tax Rate to Add-Ons and Store Products

The same process applies to add-ons and store products. When creating or editing an add-on (Administration > Course Builder > Add-Ons) or a store product (Payments > Products > Store Products), find the Taxes field and select the applicable tax rate.

✔ Multiple tax rates: You can create multiple tax rates (e.g., state tax and county tax) and apply more than one to a product. CPR Enroll+ will add them together at checkout.

Best Practices

Consult a qualified tax professional before configuring rates, since sales tax applicability to educational services varies by state and country.
Name tax rates clearly (e.g., "Florida State Sales Tax") so you can quickly tell them apart when applying them to products.
Apply combined rates (state + county, for example) as separate tax entries rather than one blended percentage, so each can be tracked and updated independently.
Review tax rates applied to courses, add-ons, and store products periodically in case rates change.

Frequently Asked Questions

Question	Answer
Does CPR Enroll+ tell me whether I need to charge tax?	No. CPR Enroll+ provides the configuration tools, but you should consult a qualified tax professional to determine your obligations.
Can I apply more than one tax rate to a single product?	Yes. You can create multiple tax rates and apply more than one to a product; CPR Enroll+ adds them together at checkout.
Does the same tax setup process work for add-ons and store products?	Yes. The same Taxes field and process apply when creating or editing add-ons and store products.

✔ You're all set. Your tax rates are now configured and will be automatically calculated and added to student totals at checkout.