How to apply different Sales Tax rates to the same Membership Type - Back Office

2018-07-21 18:51:43

In Canada we need to charge Sales Tax depending on what Province the Member resides in. How can we do this in the Back Office [i.e. administrator signing up a Member in CiviCRM].

You can do this with Price Sets. I'll document the entire set up:

Go to Administer -> CiviContribute -> CiviContribute Component Settings

and check the box Enable Tax & Invoicing (Tax = Sales Tax; Invoicing you get as a bonus)

Go to Administer -> CiviContribute -> Financial Accounts

and create one Financial Account for each Sales Tax Rate

Ignore Tax-Deductible - it is not related to Sales Tax; it potentially could be used to track whether monies are deductible for Income Tax purposes but I don't recommend it [there are other ways to track that; will document that at some point]. Click Is Tax -> (Tax = Sales Tax) and enter the Tax Rate right below it.

Repeat until you have the 3 Financial Accounts needed (3 different Sales Tax rates):

Set up Financial Types -> And associate each

  • You can do this with Price Sets. I'll document the entire set up:

    Go to Administer -> CiviContribute -> CiviContribute Component Settings

    and check the box Enable Tax & Invoicing (Tax = Sales Tax; Invoicing you get as a bonus)

    Go to Administer -> CiviContribute -> Financial Accounts

    and create one Financial Account for each Sales Tax Rate

    Ignore Tax-Deductible - it is not related to Sales Tax; it potentially could be used to track whether monies are deductible for Income Tax purposes but I don't recommend it [there are other ways to track that; will document that at some point]. Click Is Tax -> (Tax = Sales Tax) and enter the Tax Rate right below it.

    Repeat until you have the 3 Financial Accounts needed (3 different Sales Tax rates):

    Set up Financial Types -> And associate each one with a one of the Financial Accounts we just created. Note we can add a 4th one [for out of Country residents] - i.e. with no Sales Tax.

    Next are Price Sets - create a Price Set - for each

    2018-07-21 19:48:41