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Membership Tax Report

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This report is going to display and calculate tax rates for dues and add-ons. This can be pulled for a specified date range, and you can choose which Tax Type you wish to use to calculate membership taxes. This can also be used for calculating taxes for Add-ons.

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  • From Date/To Date: The date range the report will pull information for
  • Tax Type: Sets the tax type to use to calculate the tax amounts for each membership. This setting is REQUIRED and must be selected to populate any data
  • Revenue Source: Determines the type of data to be pulled, either Add-ons, Dues, or both
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