Taxes for Membership

Taxes for Membership

If you set up taxes for membership, a zone will need to be created for each location you are required to collect taxes for. Tax zones can currently only be set up manually, automated taxes are not yet available.

Set Up Membership Tax Zones and Rates

To set up tax zones and rates for Membership:

• In the side panel, click Membership.
• Click Settings, then click Taxes.
• Click +Add tax zone.
• Select your country from the drop-down menu, and region if applicable.
• Complete the Tax Name, Tax Number, and Tax Rate fields.
• Tax name. The name that appears on your invoice.
• Tax number. The number that appears on your invoice.
• Click Save.

Edit Tax Zones and Rates for Membership

If you expand your customer base, you may need to update your tax rates or add another region to your tax zones.

To edit tax zones or rates for Membership:

1. In the side panel, click Membership.
2. Click Settings, then click Taxes.
3. Click the three horizontal dots () icon next to the tax zone you want to edit and select Edit Tax Rate.
4. Click Save after making your edits.

Delete Tax Zones and Rates for Membership

To delete tax zones or rates for Membership:

1. In the side panel, click Membership.
2. Click Settings, then click Taxes.
3. Click the three horizontal dots () icon next to the tax zone you want to delete and select Delete tax rate.
4. Click Delete in the popup.