Set up taxes & surcharges

Add up to 20 taxes and surcharges — a percentage like sales tax or a flat fee — and choose which items and channels each applies to.

Written By Melanie Gannone (Super Administrator)

Updated at July 8th, 2026

TripWorks lets you add up to 20 taxes and surcharges to what you sell — a percentage like sales tax or VAT, or a flat surcharge like a trail, dock, or fuel fee. You control which items and channels each applies to, and whether it's shown separately at checkout or baked into the price. Find them under Setup Get paid Taxes & Surcharges.

You have a fixed set of 20 slots — you don't add new ones, you configure and turn on the slots you need.

The Taxes & Surcharges setup screen in TripWorks, a list of taxes and surcharges showing each one's type (percentage or fixed), rate, where it applies, and status
Configure up to 20 taxes and surcharges. Each row shows its type, rate, where it applies, and status.

Configure a tax or surcharge

Select a row to open its settings:

  • Enable this tax — turn it on to start collecting. Turning it off keeps the configuration but stops collecting it.
  • Label — the name shown on receipts and during checkout (for example, Sales Tax).
  • How it's calculated — choose one:
  • Percentage — a variable percentage of the price, like sales tax or VAT.
  • Fixed amount — a flat charge. Choose whether it applies once per trip or once per booking/guest.
The Edit tax / surcharge panel in TripWorks, with an Enable toggle, a Label field, a Percentage / Fixed amount choice, and controls for where the tax applies
Each tax or surcharge is a percentage or a flat amount, with its own label.

Where it applies

Each tax or surcharge can apply broadly or narrowly:

  • Applies to everything, or Limit to specific items — pick the exact activities, products, and add-ons it's collected on.
  • Booking channelsE-commerce, Direct, Offline resellers, and OTAs, each all-or-specific. So you can collect a tax on your website and direct bookings but not through an OTA, for example.

How it's shown and counted

A tax's accounting options control how it appears to guests and in your reports:

  • Display all-inclusive pricing — bake this tax into the ticket price shown from the start of checkout, instead of adding it at the end. Guests see the full price upfront (see below).
  • Don't itemize — include it in the total without a separate line item.
  • Include in revenue — count it as part of your business income (common for VAT) rather than a pass-through amount collected on behalf of a tax authority.
  • Exempt by default on new trips — new bookings are created exempt from this tax, and you enable it manually per trip when it applies.

By default a tax is added on top at checkout. Turning on Display all-inclusive pricing for a tax bakes it into the shown price instead.

Why all-inclusive pricing matters

Showing the full price upfront — rather than surprising guests with fees at the end — builds trust and helps you meet price-transparency rules in many places (California SB-478, FTC guidance, EU consumer-protection law). A $50 ticket that becomes $57.50 at checkout can drive complaints and chargebacks; an all-inclusive $57.50 shown from the start avoids that.

Turn taxes on for an activity

Which taxes apply is also set per activity — each activity opts in to the account-level taxes it should assess. You set up the tax once here, then enable it on the activities it applies to.

Frequently asked questions

How do I set up sales tax?

Open a tax slot, label it (e.g. Sales Tax), set How it's calculated to Percentage, enter your rate, and choose where it applies. Enable it and save.

What's the difference between a tax and a surcharge?

It's just how you configure the slot: a Percentage behaves like a tax (sales tax, VAT), and a Fixed amount behaves like a flat surcharge or fee (a trail fee, fuel charge). Both are set up the same way.

Can I show prices with tax already included?

Yes. Turn on Display all-inclusive pricing for each tax you want baked into the ticket price. Guests then see the all-inclusive price from the start of checkout instead of fees added at the end.

Can I make a single booking tax-exempt?

Yes. Open the trip, edit its taxes (the pencil next to the tax), and toggle the tax off before payment is collected. You can also set a tax to be exempt by default on new trips and enable it only when needed.

If I change a tax rate, does it affect existing bookings?

No. The rate in effect when a trip is created is locked to that trip. Changing a rate only affects trips created afterward.

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