Configuring Taxes

Taxes must be configured in the system, then products which should be taxed must have the "taxable" setting enabled on their price(s)

Note: For clients with an Avalara integration, a list of taxes is automatically generated and will appear in this section. These auto-generated records and the data therein are pulled from Avalara and should not be edited or deleted. For more information, see the help topic: Using the re:Members AMS Avalara Integration

1. Navigate to the Products App > Setup feature.

2. Under Setup, select the Taxes menu option.

3. Click the Add New Tax button.

4. In the Add New Tax form, complete all required fields (marked with an asterisk).

   • Code: An abbreviated code for the new tax record.

   • Name: A brief but descriptive name for the tax.

   • Available From: Choose the date on which the tax should become active.

   • Available Until: The end date, after which the tax is disabled.

5. Click Save.
   The new tax is added to the list. Click the Edit button next to it to complete setup.

6. In the Tax Record, click the Prices tab.

7. Click Add New Price.

8. In the Add New Price form, complete all required fields as normal (marked with an asterisk).

   • A key difference in price creation on the Tax Record is the State field. Ensure the correct state is selected in the drop-down. Note that there is no field to enter the price amount: the system automatically enters the current tax amount for the selected state.

   • Click Save to save the new price.

Setting a Product as Taxable

Once tax information is set up, the products which should be taxed must have the "taxable" setting enabled on the Product Record > Prices tab > Prices menu option > Price Record.