What is Inclusive Tax? – iClassPro Support

IN BRIEF
Inclusive Tax allows you to set a final price for a Class, Camp, Party, or Point of Sale item while iClassPro calculates the tax amount included in that price. When enabled, iClassPro separates the taxable portion and tax portion in ledgers, receipts, reports, and Customer Portal views so the total still equals the original price.

Overview
Accessing the Feature
Step-by-Step Instructions
Troubleshooting & FAQs
Related Articles

Overview

Inclusive Tax helps businesses display a final price that already includes tax. Instead of adding tax on top of the listed price, iClassPro uses the associated tax rate to calculate how much of the final price counts as tax.

For example, if a taxable item has a final price of $50.00, iClassPro separates the charge amount and tax amount behind the scenes. The Ledger and related views will show the reduced line item amount and the tax amount separately, but the combined total will still equal the original final price.

Inclusive Tax can apply to:

Classes
Camps
Parties
Point of Sale items

When Inclusive Tax applies, the tax display may vary depending on where you view the transaction in iClassPro, including the Office Portal, Customer Portal, Mobile App, receipts, and reports.

Accessing the Feature

To enable Inclusive Tax:

From the main navigation menu, go to SETTINGS > SETUP > GENERAL SETTINGS.
Open APPLICATION PREFERENCES.
Enable Use Inclusive Tax.

Step-by-Step Instructions

Enabling Inclusive Tax

Go to SETTINGS > SETUP > GENERAL SETTINGS.
Open APPLICATION PREFERENCES.
Locate Use Inclusive Tax.
Enable the setting.
Save your changes.

After enabling this setting, iClassPro will calculate inclusive tax for applicable taxable items based on the associated tax rate.

How Inclusive Tax affects final pricing

The price you enter remains the final total charged to the family.
iClassPro calculates the tax portion included in that final price.
The taxable line item amount is reduced to account for the included tax.
The tax amount displays separately in supported views.
The combined line item amount and tax amount equal the original price.

Office Portal Display

Inclusive Tax appears in multiple areas of the Office Portal.

Charge View

In Charge View, charges with inclusive tax show the taxable amount and tax amount separately. The original final price is divided into:

The reduced line item amount
The tax amount
The total amount, which equals the original price

The Purchases history view under SETTINGS > POINT OF SALE > PURCHASES also reflects the Charge View display.

Ledger View

On the Family Ledger, charges with inclusive tax list tax as a separate line item. The original charge is displayed using:

A reduced line item amount
A separate tax entry
A combined total that equals the original price

This helps staff confirm how much of the final price was applied to the taxable item and how much was applied to tax.

Payment Receipts

When printing or reprinting a Payment Receipt, or when emailing an Autopay receipt:

Non-taxable items are marked with an indicator in the Purchases section.
Tax is listed separately in the Payment area.

The Autopay Receipt email template can be customized under SETTINGS > SETUP > GENERAL SETTINGS > COMMUNICATION TEMPLATES > Autopay Receipt.

Reports Display

Inclusive Tax affects several reports and printed statements.

When generating a Statement:

The entry matches the Ledger View.
Tax is listed separately.

When generating a Family Full Ledger Report:

The entry matches the Ledger View.
Tax is listed separately.
The Totals area lists the total amount of taxes separately.

When generating a Category List report:

The entry matches the Ledger View.
Tax is listed separately.
An additional Total column is included.

When generating the Point of Sale: Sales report:

The Total Margin amount is reduced by the amount of any inclusive tax.
The inclusive tax amount is still listed separately in the Total Tax column.

Customer Portal and Mobile App Display

Inclusive Tax also appears in the Customer Portal and Mobile App.

In the Shopping Cart:

Tax is listed as a separate amount in the pricing breakdown.
The tax amount appears just above Total Due.
The final total still reflects the original price set for the item.

In the Customer Ledger view:

Charges with inclusive tax list tax as a separate line item.
The line item amount is reduced to account for the included tax.
A separate line item displays the tax amount.
The combined total equals the original price.

When generating a Statement from the Customer Portal:

The entry matches the Ledger View.
Tax is listed separately.

Important note: there is currently no option to generate a Statement from the Mobile App.

Troubleshooting & FAQs

Does Inclusive Tax add tax on top of the item price?
- No. Inclusive Tax uses the price you entered as the final price. iClassPro calculates the tax amount included in that final price rather than adding tax on top of it.
Why does the line item amount look lower than the original price?
- When Inclusive Tax applies, iClassPro reduces the line item amount and lists the tax separately. The reduced amount plus the tax amount equals the original price.
Where can I confirm the tax amount for an inclusive tax charge?
- You can review the tax amount in Charge View, the Family Ledger, payment receipts, statements, and supported reports.
Why does the Point of Sale: Sales report show a lower Total Margin?
- The Total Margin amount is reduced by the amount of inclusive tax. The tax amount still appears separately in the Total Tax column.
Can families generate a statement from the Mobile App?
- No. Families can generate a Statement from the Customer Portal, but there is currently no option to generate a Statement from the Mobile App.