How to Configure Regional Tax Settings

Vishnu

March 12, 2021 15:58

To adjust the tax tables Member365 uses to charge tax on invoices, your first step is to:

Navigate to Financial Settings

1. From your administrator dashboard, hover over ‘Financial‘ and select 'Settings' from the dropdown menu

Find and Edit Tax Tables

2. From the Financial Settings, click ‘Sales Tax’

3. Click ‘Tax Tables’

4. Using the tabs, select the nation you would like to adjust settings for (Canada, South Korea, United States, Australia). For this article, we’ve gone with Canada.

5. Using the table below, adjust regional tax settings as required.

Warning

By default, Member365 conforms to the legal requirements for taxation for each region within the tax table. Adjust these settings at your own risk

6. Don't forget to save!