Installieren und Konfigurieren des Quaderno Add-ons

MemberPress lets you calculate taxes with TaxJar or by uploading custom tax rates. The Dokumentation Steuern covers both methods. The Quaderno add-on adds another option by automating tax calculation. It connects Quaderno, a tax automation tool, to MemberPress.

This guide shows how to install the Quaderno add-on and configure its main settings.

Anmerkung: Dieses Add-on ist verfügbar für MemberPress Wachstum und Skala plan members. Launch plan subscribers can upgrade to access it. To upgrade, click the Plan ändern Link auf der Konto-Seite.

Install the Quaderno Add-on

1. Navigieren Sie zu Dashboard > MemberPress > Add-ons.
2. Find the Quaderno add-on in the list.
3. Klicken Sie auf die Add-on installieren button to install and activate it.

Configure Quaderno Settings

After installation, enable the add-on in the MemberPress tax settings.

1. Navigieren Sie zu Dashboard > MemberPress > Einstellungen > Steuern tab.
2. Prüfen Sie die Steuerberechnungen einschalten box if it is not already enabled.
3. Markieren Sie das Kästchen neben dem Quaderno freischalten Option.
4. Find the two new fields: Quaderno API-Schlüssel und Quaderno API URL.

Warnung: EU-based merchants must also check the Mehrwertsteuer aktivieren checkbox. This lets members enter their VAT number during registration. This step matters when selling to business entities.

5. Log in to the Quaderno-Konto and open the API-Schlüssel Seite.

6. Kopieren Sie die Privater Schlüssel and the value from the API-URL Feld.
7. Zurück zu Dashboard > MemberPress > Einstellungen > Steuern tab.
8. Einfügen der Privater Schlüssel in die Quaderno API-Schlüssel Feld.
9. Paste the URL into the Quaderno API URL Feld.
10. Klicken Sie auf Speichern Sie to store the changes.

MemberPress now connects to the Quaderno API automatically. It calculates tax rates from the customer's address and your Quaderno settings.

Das ist wichtig: The Quaderno add-on works with payments made through the MemberPress PayPal-Standard und Streifen gateways.

Set Up Quaderno Jurisdictions

Tax jurisdictions play a key role in Quaderno. The Quaderno tax setup guide explains them in detail.

1. Öffnen Sie Quaderno Dashboard > Settings > Taxes > Jurisdictions.
2. Klicken Sie auf die Add Jurisdiction Taste.
3. Complete the required fields for the jurisdiction.

The example below shows a European Union jurisdiction.

Quaderno adds all taxes for that jurisdiction automatically. These taxes apply to every future payment on your site. To view them, open Quaderno Dashboard > Settings > Taxes > Tax Rates.

Set Up Tax Behavior in MemberPress Settings

Zurück zu Dashboard > MemberPress > Einstellungen > Steuern tab.

Then choose whether prices entered with tax are exklusiv oder inklusive. Die Eingetragene Preise mit Steuer Abschnitt der Dokumentation Steuern explains both options.

Membership-Specific Options

By default, Quaderno uses the tax code and product type from Quaderno Dashboard > Settings > Preferences.

You can override these values for each membership. Open the Fortgeschrittene tab in the membership options, then set the Produkttyp und Abgabenordnung fields.

Produkttyp offers two options: Service (the default) and Gut. Abgabenordnung offers several options:

• Standard: the tax code from the Quaderno settings;
• Beratung: consulting and professional services such as lawyers, designers, engineers, and tax advisors;
• eBook: an electronic book sold with unlimited use;
• Electronically supplied services: automated services delivered over the internet with minimal human input;
• Non-taxable: goods or services that carry no tax in jurisdictions that impose one;
• Reduced tax rates: specific goods and services that qualify for a reduced rate;
• Software as a service (SaaS): cloud software delivered over the internet, not customized or downloadable;
• Generally taxable: goods or services taxed at the standard rate in jurisdictions that impose tax.

After setup, a customer enters their address on the registration page. MemberPress then connects to Quaderno. It calculates the tax from the customer's address and your jurisdiction.

After successful registration, MemberPress sends the data to Quaderno. View tax and customer reports under Quaderno Dashboard > Documents > Sales > Invoices and in the Kontakte Abschnitt.

The setup is complete. When customers purchase through MemberPress, the add-on collects taxes and records them in your Quaderno account. You can manage all tax data from the Quaderno dashboard.