Event and Membership Taxes - We need to be able to charge different taxes for events and memberships
Event and Membership Taxes - We need to be able to charge different taxes for events and memberships. In Canada, membership dues are taxed based on the province of residence. Taxes for event registrations are collected by the province in which the meeting is being held. But, for the province of Québec, the provincial tax is collected only for its residents. Meaning a non-resident of that province is taxed only the federal sales tax and not the provincial. Residents are taxed both taxes, the Federal and the Provincial taxes. This being said, we really need to be able to have a tax option for registration and a second tax option for membership dues.
Constance Wrigley-Thomas commented
We are an association management company and have three clients on WA. The fact that we cannot charge taxes based on the event location is a problem and could put us in peril with Revenue Canada. Are there any plans to address this? I note that the discussion on this goes back 8 years but has still not been addressed.
Laurence Robitaille commented
we need that feature soon, especially as it has been talked about and requested for so long...
Agreed! We need to be able to set different taxes for events than membership. We have conferences across Canada and each one needs their own tax settings based on the host province.
Hilary Prue commented
This is critical. We need to comply with Canadian tax laws and current event registrations are not in compliance. The workaround suggested to me is a flat dollar amount, not a percent, so it will not work given different event pricing.
Has anyone figured out a work around for this? We hold three events a year, one in ON, the other two in AB. Switching back and forth is not an option, as we have folks that may attend all three.
Christiane Kingsbury commented
This is a crucial element to the registration process. Many of my groups hold conferences in different provinces. It is a hassle to include the tax in the price for the delegate and even more so for the accountant. It has been 3 years, since I've posted this. I have clients who have turned down joining Wild Apricot because of this limitation and the issue of capping specific sessions within an event registration form.
Jenna Keindel commented
Any progress here??
Members what to see the break down of what the tax is for events...
building into the field description is annoying.
It looks bad when we say registration is 750 but I have to put $862.50 to account for Tax.
As described in the description of this issue it is crucial for associations that have national memberships and local events. The current situation is a significant limitation and would seem to only need a further option or two in order to facilitate the stated needs.
Ambroise Nève commented
Same requirement in Europe: as per regulations we need to be able to apply different tax rules for membership and events... and even different tax rules for events depending on the country in which the event occurs.
This is not a wish, it simply is mandatory as per regulations! If not possible, we will have to generate our invoices out of WildApricot which is a pitty of course :-(
Certain items in the optional section for members sign-up are non-taxable. However, the membership fee itself is taxable. Currently, the tax is calculated after the total is generated. Need to find a way in which certain items can have an optional mark to exempt those items from tax calculation.
AdminEvgeny Zaritovskiy (VP Technology of Wild Apricot by Personify, Wild Apricot by Personify) commented
Thanks for posting, Christiane.
Christiane Kingsbury commented
Taxes - We need to be able to charge different taxes for events and memberships. As it stands in Canada, membership dues are taxed based on the province of residence. Event registrations are taxed per the province in which the meeting takes place. But when holding a meeting in Québec, we need to charge the PST (Provincial Sales Tax) only to the registrants residing in the province of Québec.
Our wish is for WA to have one tax option for registration and a second tax option for Registrations.
Dmitry Buterin commented
Thanks for the clarification. Unfortunately it does not look like this particular scenario will be addressed in version 4.4 - it is possible to enable/disable taxes in each registration type in each event but no way to use different rates. This will have to be addressed in future versions.
Our association will have meetings or seminars in various provinces where members can attend, whether local or from other provinces. In BC we'd charge 12% whether the attendee is from BC or Alberta, for example. (By the way, BC is reverting back to GST or 5% in April of next year.) In Alberta, it would be 5% regardless of the province the delegate is from.