Tax not Added to Discounted Membership Total Amount
Overview
When creating a membership, if you apply the discount code after selecting the membership, the total amount will be discounted, but will fail to include taxes.
How It Works Currently
Pre: Be sure to configure the membership types so they have appliable tax rates via their related financial type. See:
- https://docs.civicrm.org/user/en/latest/contributions/sales-tax-and-vat/
- https://docs.civicrm.org/user/en/latest/membership/defining-memberships/
- Create a New Membership Using the Menu Option on Membserships > New Membership.
- Select or Create a Contact.
- Select Organization and Membership Type.
- By now, the system will have updated the total amount to the minimum fee of the membership type and add taxes if applicable (eg. If minimum fee is $100 and tax is 20%, the total value for the contribution will now read $120).
- Apply a Discount Code.
- The total amount will be discounted, but will not include taxes (eg. in the example above where fee is $100 and tax 20%, if discount rate is 50%, the total amount will now have $50 as its value, instead of $60, which would be $50 discounted fee + 20% tax).
How it Should Work
- Create a New Membership Using the Menu Option on Membserships > New Membership.
- Select or Create a Contact.
- Select Organization and Membership Type.
- By now, the system will have updated the total amount to the minimum fee of the membership type and add taxes if applicable (eg. If minimum fee is $100 and tax is 20%, the total value for the contribution will now read $120).
- Apply a Discount Code.
- The total amount will be discounted, and will add tax according to configured rate (eg. following same example, a 50% discount will cause total amount to be updated to $60 = $50 fee + 20% tax).