Membership Tax Report

Written By Melissa Ruff (Super Administrator)

Updated at July 25th, 2025

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.

  • 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-onsDues, or both