To create a tax component in your Membership invoices is quite simple and it starts right at the beginning of your set up. Of course, if your circumstances change from being non-compliant for tax to compliant you can always re-visit your settings and change them.

Go to Organisation Settings > Finance Settings and enter the tax relevant to your country.

Once you have done this go to Memberships > Membership Level > New Membership Level.
Note: This is if you are setting up for the first time. We will show you how to do this on your existing membership levels.

Fill out all the details and make sure you complete the box for Tax.

You will notice there are three selections.Β 

The first (None) is of course if you are not charging tax. Β 

On Top is if you wish to show your tax component like this.

Included is if you add the tax to your Membership but need to show the actual tax component in the invoice and the receipt.

If you have already set up your Membership Levels but now find you are required to charge tax Check in Organisation Settings > Finance settings first to ensure you have the relevant Tax for country entered and then go to Memberships > Overview and then open the Membership levels up that already have

Scroll down to the line for the Tax and fill continue as described above.

If you are experiencing issues that none of our articles has helped you solve, please contact by clicking the button below:


USEFUL LINKS:πŸš€

Don't have an account yet? SignUp now and get Pro Free for 30 DaysπŸš€

New to TidyHQ? Check out our Getting Started Collection🐣
Everything you need to know? please refer to TidyHQ Faq'sπŸ’¬
Looking for TidyHQ rates? talk to us to better understand our PricingπŸ’°
Building smarter membership-driven groups? Check out our blogπŸ“£
Anything related to help topics? please visit our Helpcenter🚨

CONNECT WITH US:πŸŒβ„’

Check out our Website
Like us on Facebook
Tweet with us on Twitter
Subscribe to our official Youtube channel

WANT TO KNOW MORE?πŸ”Ž

πŸ‘‰ Membership Levels

πŸ‘‰ Fixed vs Rolling Memberships

πŸ‘‰ New. Manual, Individual Membership

πŸ‘‰ Create a New Contact Group for Next Year's Membership

πŸ‘‰ Importing Members

πŸ‘‰ Family Membership

πŸ‘‰ Membership Renewal Reminder Emails

πŸ‘‰ Canceling One Membership

πŸ‘‰ Contacts and Members logging in

πŸ‘‰ Move a Group of Members from one Membership to another

πŸ‘‰ Canceling Multiple Memberships

πŸ‘‰ Duplicate a Membership Level

πŸ‘‰ Recording Manual Membership Payments

πŸ‘‰ Viewing Membership Detail info via Memberships > Reports

πŸ‘‰ How to Re-Activate a Cancelled Membership

πŸ‘‰ Creating Membership Levels

πŸ‘‰ Quick View of Active and Inactive Members

πŸ‘‰ What is a Partial Membership?

πŸ‘‰ Can I create an Early Bird Membership offer?

πŸ‘‰ Move a Contact from one Membership Level to another

πŸ‘‰ Deleting a Membership Level

πŸ‘‰ Adjusting the Membership Period

πŸ‘‰ Changing the start or end dates of a membership

πŸ‘‰ Membership Level emails

πŸ‘‰ Waiver Settings

If you'd like to know more, chat with us in the Messenger! 😊

Did this answer your question?