Manage Tax Exemptions
If you have set up taxes, some of your members may be exempt from these taxes. A member can be exempted from tax on their membership automatically if the Do not tax field is enabled on their account.
Steps to Enable the "Do Not Tax" field
Step 1: Customize Member Admin Template
Go to MembershipWorks > Customization > Member Admin.
Step 2: Add Field
Click on + Add Field on the right.
Step 3: Add Do Not Tax Field
Next to Field, select Do not tax from the drop down and click OK.
Step 4: Save Template
Click the Save Template button on the left.
Steps to Mark a Member as Tax-exempt
Step 1: Open Members Account
Go to MembershipWorks > All Accounts and click on the member’s account.
Step 2: Edit Profile
Click the Profile link at the top of the member’s account.
Step 3: Enable Do Not Tax Field
Check the box next to Do not tax in the member’s profile and click Save.
The Do not tax exemption will apply to all tax rules, including global tax rules.
Tax Exemption for Other Payments
For
event registrations and payments made through our Forms/Carts/Donations
feature, a registrant is exempted from tax if the registrant has an
account and the Do not tax field is enabled on their account.
If you have added the Do not tax field on the event registration or form template, then whether the
registrant enables the field on that form will take precedence (ie. the Do not tax status on the account is ignored).
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