Tax Rates

November 20, 2023

Configuration

Admin Menu > Configuration > Member Database/Billing Options: Tax Rates
Add New Tax Rate

  • Name
  • Rate
    • express as a decimal - e.g. enter 0.065 for 6.5%
  • Default Rate?
    • Marking this checkbox will make the system use this as the default tax rate to be applied automatically to all non-dues and event registration invoices
  • Dues Rate?
    • Marking this checkbox will make the system use this as the default tax rate to be applied automatically to all dues and new member registration fee amounts
  • Use in Online Store?
    • state and/or city tax will be applied to products marked as "taxable" in the store, when purchaser is from specified location
  • State
  • Is this a City Tax rate? If so, please enter city name
  • and city zip
     
  • QB Tax Code
  • QB Tax Rate

Usage

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chg
Renewal Terms Included 

Tax Rates by State

  1. Does the member have their State field filled in, and if so, is there a Tax Rate for it? If so, it will use the tax rate you've set up for that state
  2. If they do not, it will instead use the tax rate which has the Dues Rate checkbox marked

Rate