Installing & Configuring the Quaderno Add-on

NOTE: This integration is available to members on the MemberPress Pro and Elite plan. If you would like to upgrade to have access to this integration you can do so by clicking the Change Plan link on your account page here.

To calculate taxes in MemberPress, you can use Taxjar or upload custom tax rates (covered in our Taxes tutorial). However, to automate this process, you can use a powerful automation software called Quaderno via the Quaderno add-on, which integrates Quaderno with MemberPress.

In this article, we'll show you how to set up and use Quaderno in MemberPress and cover some basic settings.

If you'd like to learn more, visit Quaderno Support to access extensive documentation.

Video Tutorial - MemberPress Quaderno Add-On

Install the Quaderno Add-On

To install the add-on, go to the WordPress Dashboard → MemberPress → Add-ons.

Find the add-on, then click the Install Add-on button to automatically activate installation.

Configure Quaderno settings

After you install the Quaderno add-on you'll see the new Enable Quaderno option in MemberPress → Settings → Taxes tab.

When you check this option, you'll see two options: Quaderno API Key and Quaderno API URL.

To find the key and URL, go back to your Quaderno account and navigate to the API Keys page.

Next, copy the key from the Private key field, and copy the URL from the API URL field.

Return to MemberPress settings in the WordPress Dashboard, and paste the key into the Quaderno API Key field. Then paste the URL into the Quaderno API URL field.

Remember to save changes.

Now, MemberPress will connect to the Quaderno API to calculate correct tax rates for memberships based on the customer's address and your Quaderno settings.

Set up Quaderno jurisdictions

Tax jurisdictions are very important in Quaderno. You can read more about the topic here.

To set up your tax jurisdictions, navigate to the Settings → Taxes → Jurisdictions section in your Quaderno account.

Then, click the Add jurisdiction button, and add all needed fields. In the example below we've added a European Union jurisdiction.

Once you set up a jurisdiction, Quaderno will add all taxes for that jurisdiction automatically. These taxes will apply to your site for all future payments. To see those taxes, navigate to the Settings → Taxes → Tax Rates section.

Set up tax behavior in MemberPress settings

Go back to your WordPress Dashboard → MemberPress → Settings → Taxes page.

Then select whether prices entered with tax should be exclusive or inclusive. You can learn more about these options in the Prices Entered With Tax section of our Taxes documentation.

Membership-specific options

By default, Quaderno takes your tax code and product type from your Quaderno settings in the Settings → Preferences section.

However, you can override this info for each membership separately by going to the Advanced tab of Membership Options and selecting Product Type and Tax Code.

Product Type has two options: default Service and Good. Tax Codes includes many options to choose from:

  • Default: Tax code from Quaderno settings
  • Consulting: Any consulting and professional service (e.g., lawyers, designers, engineers, tax advisors)
  • eBook: An electronic book that is sold with unlimited use
  • Electronically supplied services: Services delivered over the internet (automated, involves minimal human intervention, and is not viable in the absence of information technology)
  • Non-taxable: Any nontaxable goods or services; no tax is applied for jurisdictions that impose a tax
  • Reduced tax rates: Specific goods and services with a reduced tax rate
  • Software as a service (SaaS): Cloud services software delivered over the internet; software is not customized for the specific buyer and is not downloadable
  • Generally taxable: Any taxable goods or services; standard rate is applied for any jurisdictions that impose a tax

When you set up Quaderno, and a customer enters address on registration page, MemberPress connects with Quaderno and calculates tax based on the customer's address and your jurisdiction.

Once registration is successful MemberPress will send data to Quaderno. You can see tax and customer reports in the Documents → Sales → Invoices and Contacts sections of your Quaderno account.

That's it! When customers make a purchase through MemberPress, you should now be able to collect taxes and manage them in your Quaderno account!

I'm confused... help!

Shoot us an email from our support page if you need any further assistance with this add-on.

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