Setting Up Taxes

The Strategic Value: If any of your goods or services are taxable, configuring taxes correctly ensures every invoice, order, and event registration calculates the right tax automatically — protecting your association from compliance gaps and manual correction work down the line.

Strategy Checklist (Before you click):

Setting up taxes is a multistep process. Before you begin, gather your team and decide on the following:

• Which of your goods and services are actually taxable, and which are exempt?
• What tax regions (states, provinces, or localities) do you collect tax in?
• What are the correct tax rates for each region, and which rules and sets apply to which products?

Phase 1: Define what is taxable

Create the product tax categories that group your goods and services by how they should be taxed.

• → Setup Product Tax Categories

Phase 2: Define where you collect tax

Set up the tax regions that represent the states, provinces, or localities where you collect tax.

• → Setup Tax Regions

Phase 3: Define the rules

Create the tax rules that tie categories and regions together to determine when tax applies.

• → Setup Tax Rules

Phase 4: Set the rates

Enter the tax rates that apply to each region so the system can calculate the correct amount.

• → Setup Tax Rates

Phase 5: Group it together

Build tax sets that combine the rules and rates so they can be applied across your products and transactions.

• → Setup Tax Sets

Consultant Pro-Tip: Work the phases in order

Each phase builds on the one before it — rules reference categories and regions and sets reference rules and rates. If you skip ahead, you will hit dead ends where the dropdowns you need are still empty. Complete all five phases in sequence the first time and the rest of your billing setup will calculate tax automatically.