There is no separate dues screen. Each level carries its own price and its own GST/HST treatment, and every invoice takes its tax from the level.

Before you start

  • Only an Org admin can edit levels.
  • Know how dues at each level are treated for GST/HST. Members does not assume an answer, and the treatment can differ between levels. Confirm with your accountant.

Steps

  1. Go to Organization Settings → Membership levels.
  2. Click Add level, or open the … menu on an existing level and click Edit.
  3. Under Price and term, enter the price. The label reads Price per term, Price per month for a rolling monthly term, or One-time price for a life term.
  4. Under Tax on dues (GST/HST), choose the Tax treatment: Taxable, Exempt or Zero-rated.
  5. Choose the Tax code. For a taxable level, choose GST 5%, HST 13%, HST 14% or HST 15%. Exempt and zero-rated levels fill in their code for you.
  6. Click Create level or Save changes.

You cannot save a level until both the tax treatment and tax code are chosen. Until then, a note explains that whether dues are taxable depends on what the membership gives.

What happens next

A price change applies from each member's next renewal. It never re-prices a term that has already started.

Each invoice calculates tax line by line from the level's tax code. The tax shows in the Tax column on the member record and in Dues & invoices. Your organization's GST/HST number is copied onto any invoice that includes tax. If Dues & invoices says "No GST/HST number is on file for this organization", contact the 2Labs team.

Dues & invoices shows the taxable dues you have billed over the last four quarters, the GST/HST billed, and how that compares with the $50,000 small-supplier threshold. The page calls this "A reminder, not a ruling". Whether you must register, and whether your dues are taxable, are questions for your accountant. Members applies whatever treatment you set.