Many clubs use surcharges to manage sales tax tied to specific programs. Most commonly used for sales tax.
This article focuses on how surcharges show up in reporting, so your finance team can reconcile revenue and understand what families paid.
What you’ll find in this article
What surcharges are and where they are applied
Where to go to add, edit, or delete a surcharge
How surcharges appear in key financial reports
Common reporting tips and checks
Before you begin
A few important details to keep in mind:
Surcharges are configured at the club level, then applied at the Program level.
Surcharges cannot be customized at the registration level.
The surcharge amount is calculated and collected at checkout, then appears in reporting as separate fields.
Add, edit, or delete a surcharge
For step-by-step instructions on setting up surcharges, navigate to Club Admin → Settings → Surcharges to add or adjust surcharges.
How surcharges appear in reports
When a surcharge is applied, reporting will show it in dedicated surcharge fields so you can separate base revenue from surcharge activity.
Quick chooser:
RTAC = Amount Subject to Surcharge
RTCC = Surcharge Amount
Cash Transaction Summary = No surcharge name shown
Cash Transaction Detail
Use this report when you need transaction-by-transaction visibility.
Surcharges appear as two columns:
Surcharge: the name of the surcharge applied
Surcharge Amount: the dollar amount calculated and paid for that specific transaction
How to interpret it:
Each row shows the surcharge amount tied to that exact payment record, which is useful for reconciling individual member questions or payment discrepancies.
Cash Transaction Summary
Use this report when you want a rolled-up cash view and do not need the surcharge name.
Surcharges appear as:
Surcharge Amount only
How to interpret it:
This report surfaces the total surcharge dollars at the summary level, but it does not include the surcharge name field.
Revenue Transactions for Accrual Clubs (RTAC)
Use this report if your club operates on an accrual basis.
Surcharges appear as:
Surcharge: the name of the surcharge applied
Amount Subject to Surcharge: the gross revenue amount used to calculate the surcharge for the transaction
How to interpret it:
Amount Subject to Surcharge is the base amount the surcharge percentage is applied to.
This is especially helpful for validating that surcharge calculations align with gross revenue, even when revenue recognition spans accrual periods.
Revenue Transactions for Cash Clubs (RTCC)
Use this report if your club operates on a cash basis.
Surcharges appear as:
Surcharge: the name of the surcharge applied
Surcharge Amount: the dollar amount calculated based on the actual transaction amount
How to interpret it:
RTCC shows surcharge amounts based on cash received and the actual payment transaction totals.
Common reporting tips
If you see a surcharge amount but do not see the surcharge name, then you are likely looking at Cash Transaction Summary, which only includes the surcharge amount field.
If you need to validate how the surcharge was calculated, then RTAC will be the most helpful report for accrual clubs because it includes Amount Subject to Surcharge.
If a surcharge is expected but missing from a transaction, then confirm the surcharge is assigned on the Program’s Basic Info tab and that the payment was made for that program.
Next steps
If you need to change surcharge configuration, navigate to Club Admin → Settings → Surcharges to update configuration.
To understand how surcharges interact with accrual reporting and timing, review Using accrual periods.
If you are troubleshooting missing surcharge data or mismatched totals, see Common issues and how to resolve them in this collection.
FAQs
What are surcharges typically used for?
Surcharges are primarily used to manage sales tax tied to specific programs and ensure tax is calculated and collected at checkout.
Where are surcharges configured?
Surcharges are configured at the club level and then applied at the Program level.
Can I apply a surcharge at the registration level?
No. Surcharges cannot be customized at the registration level.
Why don’t I see the surcharge name in my report?
Cash Transaction Summary only includes the Surcharge Amount field. Use Cash Transaction Detail, RTAC, or RTCC if you need to see the surcharge name.
Why do I see surcharge dollars but no surcharge name?
If surcharge dollars appear in totals but the surcharge name is not shown, you are likely viewing Cash Transaction Summary. Use Cash Transaction Detail, RTAC, or RTCC if you need to see the surcharge name.