Instalación y configuración del complemento Quaderno

MemberPress lets you calculate taxes with TaxJar or by uploading custom tax rates. The Documentación fiscal 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.

Nota: Este complemento está disponible para MemberPress Crecimiento y Escala plan members. Launch plan subscribers can upgrade to access it. To upgrade, click the Plan de cambio en la página página de la cuenta.

Install the Quaderno Add-on

1. Vaya a Panel de control > MemberPress > Complementos.
2. Find the Quaderno add-on in the list.
3. Haga clic en el botón Instalar complemento button to install and activate it.

Configure Quaderno Settings

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

1. Vaya a Panel de control > MemberPress > Configuración > Impuestos ficha.
2. Compruebe el Activar el cálculo de impuestos box if it is not already enabled.
3. Marque la casilla situada junto al Activar Quaderno opción.
4. Find the two new fields: Clave API de Quaderno y Quaderno API URL.

Advertencia: EU-based merchants must also check the Activar el IVA checkbox. This lets members enter their VAT number during registration. This step matters when selling to business entities.

5. Log in to the Cuenta Quaderno and open the Claves API página.

6. Copie el Clave privada and the value from the URL API campo.
7. Volver a Panel de control > MemberPress > Configuración > Impuestos ficha.
8. Pegue el Clave privada en el Clave API de Quaderno campo.
9. Paste the URL into the Quaderno API URL campo.
10. Haga clic en Guardar 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.

Importante: The Quaderno add-on works with payments made through the MemberPress PayPal Estándar y Stripe gateways.

Set Up Quaderno Jurisdictions

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

1. Abrir Quaderno Dashboard > Settings > Taxes > Jurisdictions.
2. Haga clic en el botón Add Jurisdiction botón.
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

Volver a Panel de control > MemberPress > Configuración > Impuestos ficha.

Then choose whether prices entered with tax are exclusivo o inclusivo. En Precios con IVA de la Documentación fiscal 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 Avanzado tab in the membership options, then set the Tipo de producto y Código fiscal fields.

Tipo de producto offers two options: Service (the default) and Bien. Código fiscal offers several options:

• Por defecto: the tax code from the Quaderno settings;
• Consultoría: 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 Contactos sección.

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.